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 | $8,831 | $73,867-88.0% | $143,757-93.9% | $68,494-87.1% |
| Participation rate | 36.6% | 66.7%-30.1pp | 80.3%-43.7pp | 67.9%-31.3pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $398 | $3,184-87.5% | $4,951-92.0% | $2,596-84.7% |
| Participant deferral / active EE | $531 | $3,384-84.3% | $5,637-90.6% | $4,027-86.8% |
| Admin fee / account holder | $19 | $5,755-99.7% | $14,673-99.9% | $5,403-99.6% |