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 | $12,777 | $95,416-86.6% | $185,823-93.1% | $85,850-85.1% |
| Participation rate | 46.9% | 68.8%-21.9pp | 81.7%-34.8pp | 69.3%-22.4pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.05%-122.1pp | 318.53%-318.5pp |
| Employer contribution / active EE | $513 | $3,314-84.5% | $5,167-90.1% | $2,565-80.0% |
| Participant deferral / active EE | $913 | $3,423-73.3% | $5,568-83.6% | $3,952-76.9% |
| Admin fee / account holder | $171 | $7,213-97.6% | $16,237-98.9% | $6,260-97.3% |