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 | $1,384 | $70,428-98.0% | $96,562-98.6% | $85,850-98.4% |
| Participation rate | 53.8% | 61.8%-8.0pp | 69.8%-16.0pp | 69.3%-15.5pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.78%-37.8pp | 318.53%-318.5pp |
| Employer contribution / active EE | $427 | $1,413-69.8% | $2,356-81.9% | $2,565-83.4% |
| Participant deferral / active EE | $847 | $2,894-70.7% | $3,849-78.0% | $3,952-78.6% |
| Admin fee / account holder | $123 | $4,997-97.5% | $6,181-98.0% | $6,260-98.0% |