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 | $2,836 | $56,357-95.0% | $104,294-97.3% | $68,494-95.9% |
| Participation rate | 40.0% | 63.3%-23.3pp | 73.3%-33.3pp | 67.9%-27.9pp |
| Annual return | 0.00% | -9.19%+9.2pp | 24.61%-24.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $661 | $1,960-66.3% | $3,372-80.4% | $2,596-74.5% |
| Participant deferral / active EE | $838 | $3,077-72.8% | $4,625-81.9% | $4,027-79.2% |
| Admin fee / account holder | $17 | $4,903-99.6% | $7,339-99.8% | $5,403-99.7% |