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 | $3,235 | $95,193-96.6% | $76,523-95.8% | $135,375-97.6% |
| Participation rate | 16.7% | 74.4%-57.7pp | 68.0%-51.3pp | 82.6%-66.0pp |
| Annual return | 0.00% | 4.85%-4.8pp | -0.27%+0.3pp | 519.73%-519.7pp |
| Employer contribution / active EE | $257 | $3,302-92.2% | $2,647-90.3% | $4,779-94.6% |
| Participant deferral / active EE | $306 | $4,639-93.4% | $3,835-92.0% | $5,609-94.5% |
| Admin fee / account holder | $22 | $6,249-99.7% | $4,848-99.6% | $10,827-99.8% |