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 10-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 | $1,505 | $97,881-98.5% | $80,004-98.1% | $125,391-98.8% |
| Participation rate | 37.5% | 77.9%-40.4pp | 73.0%-35.5pp | 83.2%-45.7pp |
| Annual return | 0.00% | 9.36%-9.4pp | 7.63%-7.6pp | 282.22%-282.2pp |
| Employer contribution / active EE | $306 | $3,128-90.2% | $2,473-87.6% | $4,866-93.7% |
| Participant deferral / active EE | $364 | $3,744-90.3% | $3,204-88.6% | $5,352-93.2% |
| Admin fee / account holder | $266 | $6,278-95.8% | $5,033-94.7% | $9,540-97.2% |