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 | $2,222 | $56,110-96.0% | $94,993-97.7% | $70,131-96.8% |
| Participation rate | 34.4% | 65.0%-30.6pp | 73.9%-39.5pp | 69.5%-35.1pp |
| Annual return | 0.00% | 51.02%-51.0pp | 27.12%-27.1pp | 73.14%-73.1pp |
| Employer contribution / active EE | $279 | $1,442-80.7% | $2,603-89.3% | $2,342-88.1% |
| Participant deferral / active EE | $513 | $2,391-78.5% | $3,317-84.5% | $3,332-84.6% |
| Admin fee / account holder | $37 | $3,456-98.9% | $4,960-99.3% | $4,645-99.2% |