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 | $10,796 | $78,422-86.2% | $95,952-88.7% | $79,858-86.5% |
| Participation rate | 42.2% | 73.5%-31.3pp | 77.1%-34.9pp | 69.6%-27.4pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.61%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $776 | $1,945-60.1% | $2,541-69.5% | $2,471-68.6% |
| Participant deferral / active EE | $1,313 | $3,440-61.8% | $4,167-68.5% | $3,740-64.9% |
| Admin fee / account holder | $98 | $5,622-98.3% | $6,795-98.6% | $5,306-98.1% |