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 5-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 | $10,080 | $69,515-85.5% | $86,874-88.4% | $85,850-88.3% |
| Participation rate | 37.9% | 66.3%-28.4pp | 71.6%-33.7pp | 69.3%-31.4pp |
| Annual return | 0.00% | 20.12%-20.1pp | 63.52%-63.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $480 | $1,880-74.5% | $2,495-80.8% | $2,565-81.3% |
| Participant deferral / active EE | $995 | $2,919-65.9% | $3,699-73.1% | $3,952-74.8% |
| Admin fee / account holder | $160 | $5,972-97.3% | $5,828-97.2% | $6,260-97.4% |