See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,204 | $106,515-98.9% | $96,683-98.8% | $139,434-99.1% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 0.00% | 38.43%-38.4pp | 35.69%-35.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,737-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,144 | $5,454-79.0% | $4,878-76.5% | $6,710-83.0% |
| Admin fee / account holder | $193 | $7,877-97.6% | $6,730-97.1% | $11,403-98.3% |