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 10-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 | $3,070 | $45,566-93.3% | $64,105-95.2% | $59,632-94.9% |
| Participation rate | 43.2% | 60.2%-16.9pp | 68.2%-24.9pp | 68.7%-25.4pp |
| Annual return | 0.00% | 4.95%-4.9pp | 791.24%-791.2pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $477 | $934-49.0% | $1,820-73.8% | $2,203-78.4% |
| Participant deferral / active EE | $862 | $2,057-58.1% | $2,822-69.5% | $3,192-73.0% |
| Admin fee / account holder | $12 | $3,268-99.6% | $4,499-99.7% | $4,297-99.7% |