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 | $10,312 | $48,046-78.5% | $84,611-87.8% | $72,985-85.9% |
| Participation rate | 8.5% | 57.6%-49.1pp | 68.2%-59.7pp | 69.5%-61.0pp |
| Annual return | 0.00% | 37.38%-37.4pp | 258.74%-258.7pp | 81.00%-81.0pp |
| Employer contribution / active EE | $249 | $1,602-84.4% | $2,652-90.6% | $2,440-89.8% |
| Participant deferral / active EE | $585 | $2,680-78.2% | $3,899-85.0% | $3,607-83.8% |
| Admin fee / account holder | $22 | $3,395-99.3% | $4,912-99.5% | $5,124-99.6% |