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 4-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 | $2,050 | $60,776-96.6% | $85,682-97.6% | $79,386-97.4% |
| Participation rate | 68.4% | 62.1%+6.3pp | 69.9%-1.4pp | 70.7%-2.3pp |
| Annual return | 0.00% | 16.57%-16.6pp | 21.49%-21.5pp | 116.85%-116.9pp |
| Employer contribution / active EE | $452 | $1,663-72.8% | $2,618-82.7% | $2,427-81.4% |
| Participant deferral / active EE | $1,017 | $2,919-65.1% | $3,923-74.1% | $4,046-74.9% |
| Admin fee / account holder | $32 | $438-92.8% | $6,873-99.5% | $626-94.9% |