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 6-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 | $3,934 | $58,512-93.3% | $84,015-95.3% | $72,985-94.6% |
| Participation rate | 44.1% | 61.2%-17.1pp | 69.0%-24.9pp | 69.5%-25.4pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.31%-71.3pp | 81.00%-81.0pp |
| Employer contribution / active EE | $365 | $1,163-68.6% | $1,983-81.6% | $2,440-85.0% |
| Participant deferral / active EE | $559 | $2,394-76.7% | $3,239-82.7% | $3,607-84.5% |
| Admin fee / account holder | $113 | $4,569-97.5% | $6,101-98.1% | $5,124-97.8% |