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 | $1,579 | $155,788-99.0% | $124,672-98.7% | $167,490-99.1% |
| Participation rate | 50.0% | 81.1%-31.1pp | 74.6%-24.6pp | 82.1%-32.1pp |
| Annual return | 0.00% | 17.97%-18.0pp | 5142.93%-5142.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,904 | $4,163-54.3% | $3,324-42.7% | $4,837-60.6% |
| Participant deferral / active EE | $687 | $5,673-87.9% | $4,614-85.1% | $6,341-89.2% |
| Admin fee / account holder | $217 | $9,531-97.7% | $7,493-97.1% | $12,309-98.2% |