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 | $4,636 | $154,117-97.0% | $129,995-96.4% | $139,434-96.7% |
| Participation rate | 61.5% | 82.0%-20.4pp | 78.5%-16.9pp | 80.3%-18.8pp |
| Annual return | 0.00% | 32.48%-32.5pp | -137.18%+137.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,228 | $5,289-76.8% | $4,320-71.6% | $4,751-74.1% |
| Participant deferral / active EE | $1,563 | $6,710-76.7% | $5,820-73.1% | $6,710-76.7% |
| Admin fee / account holder | $233 | $14,007-98.3% | $10,614-97.8% | $11,403-98.0% |