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 3-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 | $11,324 | $58,851-80.8% | $115,157-90.2% | $72,985-84.5% |
| Participation rate | 36.3% | 65.5%-29.3pp | 75.9%-39.7pp | 69.5%-33.2pp |
| Annual return | 0.00% | 23.16%-23.2pp | 35.60%-35.6pp | 81.00%-81.0pp |
| Employer contribution / active EE | $698 | $1,798-61.2% | $3,179-78.0% | $2,440-71.4% |
| Participant deferral / active EE | $955 | $2,643-63.9% | $4,168-77.1% | $3,607-73.5% |
| Admin fee / account holder | $252 | $6,370-96.0% | $7,088-96.4% | $5,124-95.1% |