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 6-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 | $5,978 | $171,164-96.5% | $127,761-95.3% | $152,861-96.1% |
| Participation rate | 69.2% | 83.4%-14.2pp | 79.0%-9.8pp | 82.4%-13.2pp |
| Annual return | 0.00% | 23.54%-23.5pp | 26.14%-26.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,067 | $5,447-62.0% | $4,574-54.8% | $4,762-56.6% |
| Participant deferral / active EE | $2,067 | $7,038-70.6% | $6,021-65.7% | $5,850-64.7% |
| Admin fee / account holder | $0 | $14,530-100.0% | $9,395-100.0% | $11,596-100.0% |