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 | $2,017 | $72,177-97.2% | $115,037-98.2% | $59,632-96.6% |
| Participation rate | 67.6% | 72.6%-5.0pp | 81.4%-13.8pp | 68.7%-1.1pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $486 | $2,841-82.9% | $4,608-89.5% | $2,203-77.9% |
| Participant deferral / active EE | $979 | $4,783-79.5% | $6,026-83.8% | $3,192-69.3% |
| Admin fee / account holder | $68 | $4,927-98.6% | $8,175-99.2% | $4,297-98.4% |