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 10-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 | $1,711 | $99,079-98.3% | $77,999-97.8% | $273,961-99.4% |
| Participation rate | 42.9% | 78.6%-35.7pp | 75.5%-32.7pp | 83.0%-40.2pp |
| Annual return | 0.00% | 217.93%-217.9pp | 425.96%-426.0pp | 41.45%-41.5pp |
| Employer contribution / active EE | $588 | $3,308-82.2% | $2,470-76.2% | $4,869-87.9% |
| Participant deferral / active EE | $142 | $4,306-96.7% | $3,497-95.9% | $5,287-97.3% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |