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 | $3,010 | $42,548-92.9% | $74,550-96.0% | $56,287-94.7% |
| Participation rate | 24.2% | 60.5%-36.3pp | 69.1%-45.0pp | 69.9%-45.7pp |
| Annual return | 0.00% | 12.40%-12.4pp | 32.53%-32.5pp | -9.96%+10.0pp |
| Employer contribution / active EE | $275 | $855-67.9% | $1,961-86.0% | $2,111-87.0% |
| Participant deferral / active EE | $549 | $2,277-75.9% | $3,108-82.3% | $3,350-83.6% |
| Admin fee / account holder | $141 | $467-69.7% | $5,060-97.2% | $521-72.9% |