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 3-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 | $1,641 | $51,045-96.8% | $70,515-97.7% | $71,457-97.7% |
| Participation rate | 12.7% | 59.4%-46.7pp | 68.3%-55.7pp | 67.9%-55.2pp |
| Annual return | 0.00% | 42.63%-42.6pp | 32.77%-32.8pp | 28.85%-28.8pp |
| Employer contribution / active EE | $0 | $1,790-100.0% | $2,973-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $195 | $3,026-93.6% | $4,567-95.7% | $4,289-95.5% |
| Admin fee / account holder | $14 | $1,994-99.3% | $6,412-99.8% | $1,587-99.1% |