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 | $4,326 | $58,851-92.6% | $115,157-96.2% | $72,985-94.1% |
| Participation rate | 35.0% | 65.5%-30.5pp | 75.9%-40.9pp | 69.5%-34.5pp |
| Annual return | 0.00% | 23.16%-23.2pp | 35.60%-35.6pp | 81.00%-81.0pp |
| Employer contribution / active EE | $733 | $1,798-59.2% | $3,179-76.9% | $2,440-69.9% |
| Participant deferral / active EE | $874 | $2,643-66.9% | $4,168-79.0% | $3,607-75.8% |
| Admin fee / account holder | $6 | $6,370-99.9% | $7,088-99.9% | $5,124-99.9% |