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 4-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 | $2,488 | $81,900-97.0% | $119,609-97.9% | $68,494-96.4% |
| Participation rate | 68.9% | 71.9%-3.0pp | 79.3%-10.4pp | 67.9%+1.0pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.97%+15.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $730 | $2,693-72.9% | $4,232-82.7% | $2,596-71.9% |
| Participant deferral / active EE | $1,658 | $4,148-60.0% | $5,602-70.4% | $4,027-58.8% |
| Admin fee / account holder | $81 | $6,582-98.8% | $10,323-99.2% | $5,403-98.5% |