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 8-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 | $3,825 | $50,958-92.5% | $74,550-94.9% | $64,186-94.0% |
| Participation rate | 29.3% | 61.1%-31.7pp | 69.1%-39.8pp | 69.6%-40.2pp |
| Annual return | 0.00% | -1.86%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $544 | $1,115-51.3% | $1,961-72.3% | $2,381-77.2% |
| Participant deferral / active EE | $845 | $2,301-63.3% | $3,108-72.8% | $3,470-75.6% |
| Admin fee / account holder | $291 | $4,223-93.1% | $5,060-94.2% | $4,888-94.0% |