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 | $2,744 | $88,707-96.9% | $74,183-96.3% | $273,961-99.0% |
| Participation rate | 52.6% | 79.4%-26.8pp | 76.6%-24.0pp | 83.0%-30.4pp |
| Annual return | 0.00% | 11.94%-11.9pp | 17.74%-17.7pp | 41.45%-41.5pp |
| Employer contribution / active EE | $691 | $3,159-78.1% | $2,370-70.8% | $4,869-85.8% |
| Participant deferral / active EE | $859 | $4,212-79.6% | $3,550-75.8% | $5,287-83.8% |
| Admin fee / account holder | $47 | $8,717-99.5% | $5,586-99.2% | $10,132-99.5% |