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 | $2,408 | $58,512-95.9% | $84,015-97.1% | $72,985-96.7% |
| Participation rate | 47.6% | 61.2%-13.6pp | 69.0%-21.4pp | 69.5%-21.9pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.31%-71.3pp | 81.00%-81.0pp |
| Employer contribution / active EE | $414 | $1,163-64.4% | $1,983-79.1% | $2,440-83.0% |
| Participant deferral / active EE | $778 | $2,394-67.5% | $3,239-76.0% | $3,607-78.4% |
| Admin fee / account holder | $0 | $4,569-100.0% | $6,101-100.0% | $5,124-100.0% |