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 | $4,089 | $98,750-95.9% | $149,696-97.3% | $79,858-94.9% |
| Participation rate | 35.0% | 75.8%-40.8pp | 82.5%-47.5pp | 69.6%-34.6pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $784 | $3,216-75.6% | $4,644-83.1% | $2,471-68.3% |
| Participant deferral / active EE | $878 | $5,680-84.5% | $6,842-87.2% | $3,740-76.5% |
| Admin fee / account holder | $176 | $6,053-97.1% | $9,309-98.1% | $5,306-96.7% |