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 | $5,079 | $83,884-93.9% | $64,056-92.1% | $74,419-93.2% |
| Participation rate | 31.7% | 76.6%-44.9pp | 72.3%-40.6pp | 70.7%-39.1pp |
| Annual return | 0.00% | 16.57%-16.6pp | 33.69%-33.7pp | 34.38%-34.4pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,747-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,032 | $3,692-72.1% | $3,880-73.4% | $4,528-77.2% |
| Admin fee / account holder | $7 | $196-96.5% | $3,068-99.8% | $348-98.0% |