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 | $1,835 | $53,127-96.5% | $86,590-97.9% | $70,131-97.4% |
| Participation rate | 24.2% | 65.3%-41.1pp | 73.5%-49.3pp | 69.5%-45.3pp |
| Annual return | 0.00% | 27.66%-27.7pp | 964.84%-964.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $272 | $2,068-86.9% | $2,839-90.4% | $2,342-88.4% |
| Participant deferral / active EE | $279 | $2,696-89.6% | $3,609-92.3% | $3,332-91.6% |
| Admin fee / account holder | $96 | $3,585-97.3% | $4,906-98.0% | $4,645-97.9% |