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 | $2,375 | $54,350-95.6% | $82,719-97.1% | $68,494-96.5% |
| Participation rate | 24.1% | 63.9%-39.8pp | 72.6%-48.4pp | 67.9%-43.8pp |
| Annual return | 0.00% | -13.67%+13.7pp | 701.18%-701.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $332 | $2,218-85.0% | $3,009-89.0% | $2,596-87.2% |
| Participant deferral / active EE | $431 | $3,246-86.7% | $4,395-90.2% | $4,027-89.3% |
| Admin fee / account holder | $43 | $4,395-99.0% | $5,329-99.2% | $5,403-99.2% |