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 7-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 | $1,553 | $93,024-98.3% | $77,024-98.0% | $134,475-98.8% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -21.20% | 62.60%-83.8pp | 42.32%-63.5pp | 417.96%-439.2pp |
| Employer contribution / active EE | $416 | $3,418-87.8% | $2,812-85.2% | $4,740-91.2% |
| Participant deferral / active EE | $849 | $5,238-83.8% | $4,426-80.8% | $6,400-86.7% |
| Admin fee / account holder | $208 | $6,944-97.0% | $5,425-96.2% | $11,426-98.2% |