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 7-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 | $5,992 | $34,308-82.5% | $74,701-92.0% | $72,985-91.8% |
| Participation rate | 4.2% | 42.4%-38.2pp | 54.5%-50.3pp | 69.5%-65.3pp |
| Annual return | 0.00% | 26.58%-26.6pp | 752.92%-752.9pp | 81.00%-81.0pp |
| Employer contribution / active EE | $135 | $692-80.5% | $1,084-87.6% | $2,440-94.5% |
| Participant deferral / active EE | $344 | $1,271-72.9% | $1,964-82.5% | $3,607-90.5% |
| Admin fee / account holder | $191 | $2,124-91.0% | $3,333-94.3% | $5,124-96.3% |