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 | $2,300 | $43,075-94.7% | $74,583-96.9% | $62,891-96.3% |
| Participation rate | 34.2% | 58.1%-23.8pp | 68.1%-33.9pp | 69.3%-35.1pp |
| Annual return | 0.00% | 17.50%-17.5pp | 20.47%-20.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $238 | $1,498-84.1% | $2,525-90.6% | $2,281-89.6% |
| Participant deferral / active EE | $456 | $2,389-80.9% | $3,458-86.8% | $3,203-85.8% |
| Admin fee / account holder | $139 | $2,840-95.1% | $4,138-96.6% | $4,296-96.8% |