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 8-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 | $4,400 | $53,127-91.7% | $86,590-94.9% | $70,131-93.7% |
| Participation rate | 17.5% | 65.3%-47.8pp | 73.5%-56.0pp | 69.5%-52.0pp |
| Annual return | 0.00% | 27.66%-27.7pp | 964.84%-964.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $253 | $2,068-87.8% | $2,839-91.1% | $2,342-89.2% |
| Participant deferral / active EE | $574 | $2,696-78.7% | $3,609-84.1% | $3,332-82.8% |
| Admin fee / account holder | $24 | $3,585-99.3% | $4,906-99.5% | $4,645-99.5% |