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 10-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 | $6,997 | $56,897-87.7% | $84,750-91.7% | $62,891-88.9% |
| Participation rate | 18.8% | 68.5%-49.8pp | 76.6%-57.8pp | 69.3%-50.6pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $605 | $2,400-74.8% | $3,574-83.1% | $2,281-73.5% |
| Participant deferral / active EE | $845 | $2,709-68.8% | $3,712-77.2% | $3,203-73.6% |
| Admin fee / account holder | $65 | $3,581-98.2% | $5,332-98.8% | $4,296-98.5% |