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 9-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 | $2,278 | $62,672-96.4% | $185,117-98.8% | $70,131-96.8% |
| Participation rate | 30.8% | 63.8%-33.0pp | 77.3%-46.5pp | 69.5%-38.8pp |
| Annual return | 0.00% | 40.79%-40.8pp | 40.50%-40.5pp | 73.14%-73.1pp |
| Employer contribution / active EE | $317 | $1,753-81.9% | $4,182-92.4% | $2,342-86.4% |
| Participant deferral / active EE | $380 | $3,272-88.4% | $5,045-92.5% | $3,332-88.6% |
| Admin fee / account holder | $0 | $3,932-100.0% | $8,159-100.0% | $4,645-100.0% |