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 | $6,177 | $72,492-91.5% | $87,100-92.9% | $72,985-91.5% |
| Participation rate | 55.2% | 72.8%-17.6pp | 76.9%-21.7pp | 69.5%-14.3pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.00%-81.0pp |
| Employer contribution / active EE | $3,089 | $1,894+63.1% | $2,521+22.5% | $2,440+26.6% |
| Participant deferral / active EE | $714 | $3,270-78.2% | $4,049-82.4% | $3,607-80.2% |
| Admin fee / account holder | $22 | $5,055-99.6% | $7,497-99.7% | $5,124-99.6% |