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 3-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 | $6,473 | $62,603-89.7% | $104,294-93.8% | $66,914-90.3% |
| Participation rate | 15.3% | 59.6%-44.3pp | 73.3%-57.9pp | 69.8%-54.5pp |
| Annual return | 0.00% | -14.70%+14.7pp | 24.61%-24.6pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $1,972-100.0% | $3,372-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $668 | $2,853-76.6% | $4,625-85.6% | $4,237-84.2% |
| Admin fee / account holder | $4 | $656-99.3% | $7,339-99.9% | $593-99.3% |