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 | $5,600 | $58,512-90.4% | $84,015-93.3% | $72,985-92.3% |
| Participation rate | 18.0% | 61.2%-43.2pp | 69.0%-51.0pp | 69.5%-51.5pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.31%-71.3pp | 81.00%-81.0pp |
| Employer contribution / active EE | $235 | $1,163-79.8% | $1,983-88.1% | $2,440-90.4% |
| Participant deferral / active EE | $1,020 | $2,394-57.4% | $3,239-68.5% | $3,607-71.7% |
| Admin fee / account holder | $67 | $4,569-98.5% | $6,101-98.9% | $5,124-98.7% |