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 8-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 | $1,545 | $43,327-96.4% | $59,878-97.4% | $64,186-97.6% |
| Participation rate | 63.3% | 69.2%-5.8pp | 74.7%-11.4pp | 69.6%-6.2pp |
| Annual return | 0.00% | -1.55%+1.5pp | 3.46%-3.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $386 | $2,028-81.0% | $2,722-85.8% | $2,381-83.8% |
| Participant deferral / active EE | $693 | $2,546-72.8% | $3,402-79.6% | $3,470-80.0% |
| Admin fee / account holder | $10 | $3,005-99.7% | $3,590-99.7% | $4,888-99.8% |