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 | $5,195 | $85,766-93.9% | $136,294-96.2% | $70,131-92.6% |
| Participation rate | 41.4% | 74.2%-32.8pp | 81.9%-40.5pp | 69.5%-28.2pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.94%-5155.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $789 | $2,966-73.4% | $4,695-83.2% | $2,342-66.3% |
| Participant deferral / active EE | $1,445 | $5,051-71.4% | $6,247-76.9% | $3,332-56.6% |
| Admin fee / account holder | $123 | $5,420-97.7% | $9,243-98.7% | $4,645-97.4% |