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 | $11,191 | $103,031-89.1% | $78,805-85.8% | $357,791-96.9% |
| Participation rate | 45.5% | 81.4%-35.9pp | 73.6%-28.1pp | 85.6%-40.1pp |
| Annual return | 25.98% | -11.97%+37.9pp | -2.71%+28.7pp | 396.79%-370.8pp |
| Employer contribution / active EE | $0 | $6,909-100.0% | $4,059-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $1,689 | $5,060-66.6% | $3,584-52.9% | $5,521-69.4% |
| Admin fee / account holder | $136 | $5,883-97.7% | $5,677-97.6% | $28,387-99.5% |