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 8-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 | $8,274 | $42,383-80.5% | $76,523-89.2% | $64,186-87.1% |
| Participation rate | 18.5% | 58.1%-39.6pp | 68.0%-49.5pp | 69.6%-51.0pp |
| Annual return | 0.00% | -16.54%+16.5pp | -0.27%+0.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $469 | $1,563-70.0% | $2,647-82.3% | $2,381-80.3% |
| Participant deferral / active EE | $627 | $2,566-75.6% | $3,835-83.7% | $3,470-81.9% |
| Admin fee / account holder | $2 | $3,198-99.9% | $4,848-100.0% | $4,888-100.0% |