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 | $1,423 | $107,791-98.7% | $90,645-98.4% | $135,375-98.9% |
| Participation rate | 35.0% | 78.0%-43.0pp | 74.0%-39.0pp | 82.6%-47.6pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.88%-1.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $222 | $3,018-92.7% | $2,532-91.3% | $4,779-95.4% |
| Participant deferral / active EE | $314 | $3,872-91.9% | $3,425-90.8% | $5,609-94.4% |
| Admin fee / account holder | $1 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |