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 5-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 | $4,618 | $70,428-93.4% | $96,562-95.2% | $85,850-94.6% |
| Participation rate | 58.7% | 61.8%-3.1pp | 69.8%-11.1pp | 69.3%-10.6pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.78%-37.8pp | 318.53%-318.5pp |
| Employer contribution / active EE | $432 | $1,413-69.4% | $2,356-81.7% | $2,565-83.2% |
| Participant deferral / active EE | $947 | $2,894-67.3% | $3,849-75.4% | $3,952-76.0% |
| Admin fee / account holder | $35 | $4,997-99.3% | $6,181-99.4% | $6,260-99.4% |