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 | $1,676 | $59,584-97.2% | $86,874-98.1% | $79,386-97.9% |
| Participation rate | 43.6% | 67.7%-24.1pp | 71.6%-28.0pp | 70.7%-27.1pp |
| Annual return | 0.00% | 23.15%-23.1pp | 63.52%-63.5pp | 116.85%-116.9pp |
| Employer contribution / active EE | $0 | $1,768-100.0% | $2,495-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $813 | $3,036-73.2% | $3,699-78.0% | $4,046-79.9% |
| Admin fee / account holder | $80 | $604-86.7% | $5,828-98.6% | $626-87.2% |