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 8-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 | $5,217 | $49,177-89.4% | $79,464-93.4% | $64,186-91.9% |
| Participation rate | 18.2% | 65.0%-46.8pp | 73.3%-55.2pp | 69.6%-51.4pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.14%-718.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $378 | $2,076-81.8% | $2,800-86.5% | $2,381-84.1% |
| Participant deferral / active EE | $639 | $2,821-77.3% | $3,704-82.7% | $3,470-81.6% |
| Admin fee / account holder | $7 | $3,839-99.8% | $5,113-99.9% | $4,888-99.9% |