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 9-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 | $6,095 | $73,981-91.8% | $105,722-94.2% | $62,891-90.3% |
| Participation rate | 58.3% | 71.7%-13.4pp | 78.9%-20.6pp | 69.3%-11.0pp |
| Annual return | 0.00% | 17.60%-17.6pp | 12.25%-12.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,453 | $2,856-49.1% | $4,079-64.4% | $2,281-36.3% |
| Participant deferral / active EE | $1,280 | $4,038-68.3% | $5,326-76.0% | $3,203-60.0% |
| Admin fee / account holder | $0 | $5,976-100.0% | $8,308-100.0% | $4,296-100.0% |