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 | $2,101 | $85,202-97.5% | $172,739-98.8% | $72,985-97.1% |
| Participation rate | 37.9% | 70.1%-32.1pp | 82.6%-44.7pp | 69.5%-31.6pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.84%-802.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $429 | $3,324-87.1% | $5,143-91.7% | $2,440-82.4% |
| Participant deferral / active EE | $489 | $3,260-85.0% | $5,198-90.6% | $3,607-86.4% |
| Admin fee / account holder | $123 | $5,884-97.9% | $13,954-99.1% | $5,124-97.6% |