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 | $7,209 | $90,600-92.0% | $79,464-90.9% | $135,375-94.7% |
| Participation rate | 36.4% | 76.0%-39.7pp | 73.3%-37.0pp | 82.6%-46.3pp |
| Annual return | -5.58% | 977.43%-983.0pp | 718.14%-723.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $67 | $3,068-97.8% | $2,800-97.6% | $4,779-98.6% |
| Participant deferral / active EE | $145 | $4,050-96.4% | $3,704-96.1% | $5,609-97.4% |
| Admin fee / account holder | $8 | $5,907-99.9% | $5,113-99.9% | $10,827-99.9% |