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 6-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 | $2,026 | $65,395-96.9% | $182,532-98.9% | $72,985-97.2% |
| Participation rate | 61.3% | 65.4%-4.2pp | 78.0%-16.7pp | 69.5%-8.2pp |
| Annual return | 0.00% | 27.68%-27.7pp | 148.54%-148.5pp | 81.00%-81.0pp |
| Employer contribution / active EE | $437 | $1,911-77.1% | $4,076-89.3% | $2,440-82.1% |
| Participant deferral / active EE | $937 | $3,563-73.7% | $5,524-83.0% | $3,607-74.0% |
| Admin fee / account holder | $10 | $4,245-99.8% | $8,592-99.9% | $5,124-99.8% |