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 10-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 | $4,949 | $58,828-91.6% | $77,999-93.7% | $62,891-92.1% |
| Participation rate | 26.6% | 71.1%-44.5pp | 75.5%-48.9pp | 69.3%-42.7pp |
| Annual return | 0.00% | 17.16%-17.2pp | 425.96%-426.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $576 | $1,672-65.5% | $2,470-76.7% | $2,281-74.7% |
| Participant deferral / active EE | $841 | $2,686-68.7% | $3,497-76.0% | $3,203-73.7% |
| Admin fee / account holder | $67 | $4,393-98.5% | $5,480-98.8% | $4,296-98.4% |