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 9-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 | $2,615 | $78,705-96.7% | $117,854-97.8% | $70,131-96.3% |
| Participation rate | 55.0% | 73.2%-18.2pp | 79.7%-24.7pp | 69.5%-14.5pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.08%-335.1pp | 73.14%-73.1pp |
| Employer contribution / active EE | $723 | $2,223-67.5% | $3,786-80.9% | $2,342-69.1% |
| Participant deferral / active EE | $924 | $3,297-72.0% | $4,482-79.4% | $3,332-72.3% |
| Admin fee / account holder | $91 | $5,065-98.2% | $8,020-98.9% | $4,645-98.0% |