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 9-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 | $5,777 | $63,346-90.9% | $92,233-93.7% | $70,131-91.8% |
| Participation rate | 26.5% | 68.7%-42.1pp | 76.5%-49.9pp | 69.5%-43.0pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $513 | $2,471-79.2% | $3,679-86.1% | $2,342-78.1% |
| Participant deferral / active EE | $923 | $2,854-67.7% | $3,897-76.3% | $3,332-72.3% |
| Admin fee / account holder | $81 | $3,840-97.9% | $5,194-98.4% | $4,645-98.3% |