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 3-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 | $5,086 | $110,261-95.4% | $95,745-94.7% | $139,434-96.4% |
| Participation rate | 12.5% | 75.8%-63.3pp | 72.3%-59.8pp | 80.3%-67.8pp |
| Annual return | 0.00% | 27.11%-27.1pp | 28.35%-28.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $298 | $3,257-90.9% | $2,835-89.5% | $4,751-93.7% |
| Participant deferral / active EE | $298 | $4,676-93.6% | $4,245-93.0% | $6,710-95.6% |
| Admin fee / account holder | $15 | $6,613-99.8% | $5,678-99.7% | $11,403-99.9% |