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 | $2,855 | $77,419-96.3% | $69,455-95.9% | $152,861-98.1% |
| Participation rate | 33.3% | 78.1%-44.8pp | 74.6%-41.3pp | 82.4%-49.1pp |
| Annual return | 0.00% | 39.06%-39.1pp | 28.97%-29.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $406 | $3,315-87.7% | $2,779-85.4% | $4,762-91.5% |
| Participant deferral / active EE | $488 | $4,414-89.0% | $3,535-86.2% | $5,850-91.7% |
| Admin fee / account holder | $3 | $6,207-100.0% | $3,839-99.9% | $11,596-100.0% |