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 4-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 | $4,290 | $54,350-92.1% | $82,719-94.8% | $68,494-93.7% |
| Participation rate | 16.4% | 63.9%-47.5pp | 72.6%-56.1pp | 67.9%-51.4pp |
| Annual return | -14.70% | -13.67%-1.0pp | 701.18%-715.9pp | -7.84%-6.9pp |
| Employer contribution / active EE | $338 | $2,218-84.8% | $3,009-88.8% | $2,596-87.0% |
| Participant deferral / active EE | $508 | $3,246-84.4% | $4,395-88.5% | $4,027-87.4% |
| Admin fee / account holder | $171 | $4,395-96.1% | $5,329-96.8% | $5,403-96.8% |