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 7-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 | $1,840 | $49,177-96.3% | $79,464-97.7% | $64,186-97.1% |
| Participation rate | 40.4% | 65.0%-24.6pp | 73.3%-33.0pp | 69.6%-29.2pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.14%-718.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $399 | $2,076-80.8% | $2,800-85.8% | $2,381-83.3% |
| Participant deferral / active EE | $472 | $2,821-83.3% | $3,704-87.3% | $3,470-86.4% |
| Admin fee / account holder | $36 | $3,839-99.1% | $5,113-99.3% | $4,888-99.3% |