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 | $24,656 | $180,028-86.3% | $138,135-82.2% | $158,922-84.5% |
| Participation rate | 20.0% | 82.2%-62.2pp | 78.7%-58.7pp | 82.0%-62.0pp |
| Annual return | 0.00% | 21.68%-21.7pp | 20.51%-20.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $0 | $7,470-100.0% | $5,587-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,490 | $7,717-80.7% | $6,431-76.8% | $5,982-75.1% |
| Admin fee / account holder | $5 | $17,912-100.0% | $11,856-100.0% | $11,246-100.0% |