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 4-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 | $6,684 | $61,605-89.2% | $112,229-94.0% | $75,163-91.1% |
| Participation rate | 34.6% | 61.7%-27.1pp | 72.4%-37.8pp | 67.2%-32.6pp |
| Annual return | 0.00% | 28.47%-28.5pp | 30.20%-30.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $547 | $2,015-72.9% | $3,430-84.1% | $2,670-79.5% |
| Participant deferral / active EE | $818 | $3,108-73.7% | $4,798-83.0% | $4,125-80.2% |
| Admin fee / account holder | $0 | $4,862-100.0% | $7,748-100.0% | $5,651-100.0% |