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 10-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 | $15,085 | $99,079-84.8% | $77,999-80.7% | $273,961-94.5% |
| Participation rate | 47.6% | 78.6%-30.9pp | 75.5%-27.9pp | 83.0%-35.4pp |
| Annual return | 0.00% | 217.93%-217.9pp | 425.96%-426.0pp | 41.45%-41.5pp |
| Employer contribution / active EE | $440 | $3,308-86.7% | $2,470-82.2% | $4,869-91.0% |
| Participant deferral / active EE | $461 | $4,306-89.3% | $3,497-86.8% | $5,287-91.3% |
| Admin fee / account holder | $76 | $8,954-99.1% | $5,480-98.6% | $10,132-99.2% |