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 5-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 | $3,185 | $78,422-95.9% | $95,952-96.7% | $79,858-96.0% |
| Participation rate | 53.5% | 73.5%-20.0pp | 77.1%-23.6pp | 69.6%-16.1pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.61%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $730 | $1,945-62.5% | $2,541-71.3% | $2,471-70.5% |
| Participant deferral / active EE | $1,177 | $3,440-65.8% | $4,167-71.7% | $3,740-68.5% |
| Admin fee / account holder | $101 | $5,622-98.2% | $6,795-98.5% | $5,306-98.1% |