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 | $1,934 | $54,762-96.5% | $90,281-97.9% | $72,985-97.4% |
| Participation rate | 34.7% | 65.1%-30.5pp | 73.3%-38.6pp | 69.5%-34.8pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.10%-78.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $413 | $2,092-80.3% | $2,854-85.5% | $2,440-83.1% |
| Participant deferral / active EE | $563 | $2,887-80.5% | $3,885-85.5% | $3,607-84.4% |
| Admin fee / account holder | $99 | $3,972-97.5% | $5,351-98.1% | $5,124-98.1% |