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 | $884 | $53,777-98.4% | $134,143-99.3% | $79,858-98.9% |
| Participation rate | 40.0% | 58.8%-18.8pp | 72.2%-32.2pp | 69.6%-29.6pp |
| Annual return | 0.00% | 19.01%-19.0pp | 36.33%-36.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $273 | $1,321-79.3% | $3,704-92.6% | $2,471-88.9% |
| Participant deferral / active EE | $103 | $2,420-95.7% | $3,499-97.0% | $3,740-97.2% |
| Admin fee / account holder | $31 | $3,984-99.2% | $6,684-99.5% | $5,306-99.4% |