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 5-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 | $3,701 | $93,024-96.0% | $77,024-95.2% | $134,475-97.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -21.09% | 62.60%-83.7pp | 42.32%-63.4pp | 417.96%-439.1pp |
| Employer contribution / active EE | $466 | $3,418-86.4% | $2,812-83.4% | $4,740-90.2% |
| Participant deferral / active EE | $690 | $5,238-86.8% | $4,426-84.4% | $6,400-89.2% |
| Admin fee / account holder | $14 | $6,944-99.8% | $5,425-99.8% | $11,426-99.9% |