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 4-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 | $3,463 | $63,442-94.5% | $68,791-95.0% | $66,914-94.8% |
| Participation rate | 40.8% | 60.0%-19.1pp | 69.0%-28.2pp | 69.8%-29.0pp |
| Annual return | 0.00% | -8.29%+8.3pp | -6.38%+6.4pp | 1.58%-1.6pp |
| Employer contribution / active EE | $415 | $1,775-76.6% | $2,655-84.4% | $2,544-83.7% |
| Participant deferral / active EE | $864 | $2,945-70.7% | $3,941-78.1% | $4,237-79.6% |
| Admin fee / account holder | $63 | $577-89.1% | $4,932-98.7% | $593-89.4% |