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 | $941 | $55,002-98.3% | $59,878-98.4% | $56,287-98.3% |
| Participation rate | 34.4% | 75.9%-41.5pp | 74.7%-40.3pp | 69.9%-35.5pp |
| Annual return | 0.00% | 1.13%-1.1pp | 3.46%-3.5pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $420 | $3,121-86.6% | $3,402-87.7% | $3,350-87.5% |
| Admin fee / account holder | $24 | $236-90.0% | $3,590-99.3% | $521-95.5% |