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 | $3,804 | $32,037-88.1% | $69,182-94.5% | $62,891-94.0% |
| Participation rate | 10.7% | 43.4%-32.7pp | 55.1%-44.4pp | 69.3%-58.6pp |
| Annual return | 0.00% | 15.16%-15.2pp | -21.93%+21.9pp | 20.14%-20.1pp |
| Employer contribution / active EE | $187 | $679-72.5% | $1,206-84.5% | $2,281-91.8% |
| Participant deferral / active EE | $212 | $1,185-82.1% | $1,897-88.8% | $3,203-93.4% |
| Admin fee / account holder | $20 | $2,608-99.2% | $2,697-99.3% | $4,296-99.5% |