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 | $12,847 | $43,723-70.6% | $121,196-89.4% | $64,186-80.0% |
| Participation rate | 7.5% | 58.3%-50.8pp | 71.7%-64.2pp | 69.6%-62.1pp |
| Annual return | 0.00% | 68.91%-68.9pp | 16.93%-16.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $455 | $1,296-64.9% | $4,022-88.7% | $2,381-80.9% |
| Participant deferral / active EE | $758 | $2,280-66.7% | $3,344-77.3% | $3,470-78.1% |
| Admin fee / account holder | $226 | $3,501-93.5% | $5,019-95.5% | $4,888-95.4% |