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 | $3,720 | $47,977-92.2% | $154,107-97.6% | $56,287-93.4% |
| Participation rate | 33.8% | 66.2%-32.4pp | 83.0%-49.3pp | 69.9%-36.1pp |
| Annual return | 0.00% | 3.54%-3.5pp | 735.12%-735.1pp | -9.96%+10.0pp |
| Employer contribution / active EE | $302 | $2,169-86.1% | $5,298-94.3% | $2,111-85.7% |
| Participant deferral / active EE | $441 | $2,392-81.6% | $5,081-91.3% | $3,350-86.8% |
| Admin fee / account holder | $22 | $438-94.9% | $13,411-99.8% | $521-95.7% |