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 | $9,029 | $52,681-82.9% | $75,781-88.1% | $59,632-84.9% |
| Participation rate | 0.0% | 67.2%-67.2pp | 75.8%-75.8pp | 68.7%-68.7pp |
| Annual return | -1.47% | 2.95%-4.4pp | 9.68%-11.1pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $54 | $2,591-97.9% | $3,651-98.5% | $3,192-98.3% |
| Admin fee / account holder | $114 | $3,610-96.8% | $5,299-97.8% | $4,297-97.3% |