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 | $2,915 | $46,553-93.7% | $64,056-95.4% | $75,163-96.1% |
| Participation rate | 34.2% | 65.9%-31.8pp | 72.3%-38.1pp | 67.2%-33.0pp |
| Annual return | 0.00% | 26.03%-26.0pp | 33.69%-33.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $379 | $1,974-80.8% | $2,747-86.2% | $2,670-85.8% |
| Participant deferral / active EE | $626 | $2,837-77.9% | $3,880-83.9% | $4,125-84.8% |
| Admin fee / account holder | $37 | $2,952-98.8% | $3,068-98.8% | $5,651-99.4% |