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 | $5,796 | $72,277-92.0% | $101,248-94.3% | $79,858-92.7% |
| Participation rate | 41.7% | 68.5%-26.8pp | 75.8%-34.1pp | 69.6%-28.0pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.47%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,004 | $2,692-62.7% | $3,660-72.6% | $2,471-59.4% |
| Participant deferral / active EE | $1,267 | $3,282-61.4% | $4,370-71.0% | $3,740-66.1% |
| Admin fee / account holder | $10 | $4,400-99.8% | $5,945-99.8% | $5,306-99.8% |