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 9-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 | $1,486 | $101,069-98.5% | $81,478-98.2% | $147,584-99.0% |
| Participation rate | 62.5% | 74.5%-12.0pp | 68.0%-5.5pp | 82.8%-20.3pp |
| Annual return | 0.00% | 32.40%-32.4pp | 38.78%-38.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $431 | $3,205-86.6% | $2,568-83.2% | $4,876-91.2% |
| Participant deferral / active EE | $477 | $4,242-88.8% | $3,537-86.5% | $5,439-91.2% |
| Admin fee / account holder | $14 | $5,812-99.8% | $4,561-99.7% | $10,885-99.9% |