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 5-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 | $2,725 | $91,190-97.0% | $178,490-98.5% | $79,858-96.6% |
| Participation rate | 54.7% | 69.2%-14.5pp | 81.9%-27.3pp | 69.6%-15.0pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.07%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $537 | $3,256-83.5% | $5,011-89.3% | $2,471-78.3% |
| Participant deferral / active EE | $790 | $3,236-75.6% | $5,202-84.8% | $3,740-78.9% |
| Admin fee / account holder | $21 | $6,751-99.7% | $13,984-99.9% | $5,306-99.6% |