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 5-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 | $3,145 | $53,822-94.2% | $75,696-95.8% | $85,850-96.3% |
| Participation rate | 43.3% | 69.1%-25.7pp | 74.8%-31.5pp | 69.3%-26.0pp |
| Annual return | 0.00% | 24.54%-24.5pp | 104.53%-104.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $445 | $2,017-77.9% | $2,743-83.8% | $2,565-82.6% |
| Participant deferral / active EE | $812 | $2,895-72.0% | $3,821-78.8% | $3,952-79.5% |
| Admin fee / account holder | $44 | $3,343-98.7% | $3,619-98.8% | $6,260-99.3% |