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 7-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 | $1,510 | $163,101-99.1% | $136,749-98.9% | $142,382-98.9% |
| Participation rate | 61.5% | 78.2%-16.7pp | 72.1%-10.6pp | 80.1%-18.6pp |
| Annual return | 0.00% | 27.54%-27.5pp | 24.33%-24.3pp | 217.08%-217.1pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,400-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,050 | $5,585-81.2% | $4,692-77.6% | $6,507-83.9% |
| Admin fee / account holder | $84 | $14,318-99.4% | $11,386-99.3% | $12,624-99.3% |