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 | $3,311 | $56,054-94.1% | $171,082-98.1% | $62,891-94.7% |
| Participation rate | 2.5% | 62.9%-60.4pp | 76.7%-74.2pp | 69.3%-66.8pp |
| Annual return | 0.00% | 22.52%-22.5pp | 32.56%-32.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $79 | $3,158-97.5% | $4,797-98.3% | $3,203-97.5% |
| Admin fee / account holder | $0 | $3,647-100.0% | $8,520-100.0% | $4,296-100.0% |