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 3-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 | $7,474 | $93,571-92.0% | $135,903-94.5% | $75,163-90.1% |
| Participation rate | 43.2% | 75.2%-31.9pp | 81.9%-38.7pp | 67.2%-23.9pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.23%-68.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $912 | $3,537-74.2% | $4,856-81.2% | $2,670-65.9% |
| Participant deferral / active EE | $2,098 | $6,404-67.2% | $7,758-73.0% | $4,125-49.1% |
| Admin fee / account holder | $129 | $6,975-98.1% | $10,762-98.8% | $5,651-97.7% |