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 | $19,599 | $98,750-80.2% | $149,696-86.9% | $79,858-75.5% |
| Participation rate | 14.3% | 75.8%-61.5pp | 82.5%-68.2pp | 69.6%-55.3pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $628 | $3,216-80.5% | $4,644-86.5% | $2,471-74.6% |
| Participant deferral / active EE | $2,091 | $5,680-63.2% | $6,842-69.4% | $3,740-44.1% |
| Admin fee / account holder | $93 | $6,053-98.5% | $9,309-99.0% | $5,306-98.3% |