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 | $1,128 | $95,193-98.8% | $76,523-98.5% | $135,375-99.2% |
| Participation rate | 55.0% | 74.4%-19.4pp | 68.0%-13.0pp | 82.6%-27.6pp |
| Annual return | -5.71% | 4.85%-10.6pp | -0.27%-5.4pp | 519.73%-525.4pp |
| Employer contribution / active EE | $342 | $3,302-89.6% | $2,647-87.1% | $4,779-92.8% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $3,835-100.0% | $5,609-100.0% |
| Admin fee / account holder | $66 | $6,249-98.9% | $4,848-98.6% | $10,827-99.4% |