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 | $1,740 | $127,264-98.6% | $109,895-98.4% | $167,490-99.0% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.2%-36.7pp | 82.1%-44.6pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.45%-29.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $278 | $3,322-91.6% | $2,842-90.2% | $4,837-94.3% |
| Participant deferral / active EE | $360 | $4,514-92.0% | $4,048-91.1% | $6,341-94.3% |
| Admin fee / account holder | $2 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |