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 | $5,283 | $36,916-85.7% | $156,549-96.6% | $57,658-90.8% |
| Participation rate | 5.8% | 63.4%-57.7pp | 84.0%-78.2pp | 70.2%-64.5pp |
| Annual return | 0.00% | 12.38%-12.4pp | 32.23%-32.2pp | 5.13%-5.1pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $125 | $1,926-93.5% | $4,871-97.4% | $3,061-95.9% |
| Admin fee / account holder | $30 | $82-63.5% | $13,027-99.8% | $95-68.2% |