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 | $4,588 | $190,805-97.6% | $159,960-97.1% | $134,475-96.6% |
| Participation rate | 57.1% | 81.9%-24.8pp | 78.0%-20.8pp | 81.2%-24.1pp |
| Annual return | -15.91% | 552.23%-568.1pp | 408.60%-424.5pp | 417.96%-433.9pp |
| Employer contribution / active EE | $753 | $4,995-84.9% | $4,226-82.2% | $4,740-84.1% |
| Participant deferral / active EE | $1,378 | $6,923-80.1% | $6,182-77.7% | $6,400-78.5% |
| Admin fee / account holder | $10 | $10,471-99.9% | $8,698-99.9% | $11,426-99.9% |