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 6-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 | $4,503 | $81,208-94.5% | $98,907-95.4% | $79,858-94.4% |
| Participation rate | 31.0% | 72.5%-41.5pp | 76.0%-45.0pp | 69.6%-38.6pp |
| Annual return | 0.00% | 60.99%-61.0pp | 196.43%-196.4pp | 31.71%-31.7pp |
| Employer contribution / active EE | $521 | $1,960-73.4% | $2,689-80.6% | $2,471-78.9% |
| Participant deferral / active EE | $932 | $3,265-71.5% | $4,244-78.0% | $3,740-75.1% |
| Admin fee / account holder | $161 | $6,013-97.3% | $6,642-97.6% | $5,306-97.0% |