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 3-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 | $2,966 | $73,933-96.0% | $96,683-96.9% | $75,163-96.1% |
| Participation rate | 65.4% | 66.4%-1.0pp | 74.3%-9.0pp | 67.2%-1.8pp |
| Annual return | 0.00% | 26.70%-26.7pp | 35.69%-35.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $773 | $2,928-73.6% | $3,737-79.3% | $2,670-71.0% |
| Participant deferral / active EE | $1,109 | $3,659-69.7% | $4,878-77.3% | $4,125-73.1% |
| Admin fee / account holder | $2 | $5,216-100.0% | $6,730-100.0% | $5,651-100.0% |