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 | $7,822 | $56,110-86.1% | $94,993-91.8% | $70,131-88.8% |
| Participation rate | 29.0% | 65.0%-36.0pp | 73.9%-44.9pp | 69.5%-40.5pp |
| Annual return | 0.00% | 51.02%-51.0pp | 27.12%-27.1pp | 73.14%-73.1pp |
| Employer contribution / active EE | $338 | $1,442-76.6% | $2,603-87.0% | $2,342-85.6% |
| Participant deferral / active EE | $502 | $2,391-79.0% | $3,317-84.9% | $3,332-84.9% |
| Admin fee / account holder | $236 | $3,456-93.2% | $4,960-95.2% | $4,645-94.9% |