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 7-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 | $3,120 | $71,809-95.7% | $61,048-94.9% | $152,861-98.0% |
| Participation rate | 66.7% | 84.2%-17.5pp | 79.3%-12.6pp | 82.4%-15.8pp |
| Annual return | 0.00% | 29.74%-29.7pp | 26.18%-26.2pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,406 | $4,545-69.1% | $3,716-62.2% | $4,762-70.5% |
| Participant deferral / active EE | $544 | $5,467-90.0% | $4,470-87.8% | $5,850-90.7% |
| Admin fee / account holder | $0 | $4,750-100.0% | $3,728-100.0% | $11,596-100.0% |