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 | $2,380 | $48,076-95.0% | $78,689-97.0% | $62,891-96.2% |
| Participation rate | 23.7% | 65.2%-41.5pp | 73.6%-49.9pp | 69.3%-45.6pp |
| Annual return | 0.00% | 31.35%-31.4pp | 62.18%-62.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $282 | $2,015-86.0% | $2,851-90.1% | $2,281-87.6% |
| Participant deferral / active EE | $367 | $2,588-85.8% | $3,517-89.6% | $3,203-88.5% |
| Admin fee / account holder | $86 | $3,207-97.3% | $4,510-98.1% | $4,296-98.0% |