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 | $1,353 | $59,839-97.7% | $81,983-98.3% | $79,858-98.3% |
| Participation rate | 9.8% | 61.6%-51.9pp | 69.2%-59.5pp | 69.6%-59.9pp |
| Annual return | 0.00% | 17.56%-17.6pp | 41.31%-41.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $185 | $2,695-93.1% | $3,722-95.0% | $3,740-95.0% |
| Admin fee / account holder | $0 | $4,287-100.0% | $5,664-100.0% | $5,306-100.0% |