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 3-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 | $354 | $25,979-98.6% | $71,735-99.5% | $68,494-99.5% |
| Participation rate | 50.0% | 54.5%-4.5pp | 62.3%-12.3pp | 67.9%-17.9pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.14%-9.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $89 | $900-90.2% | $1,704-94.8% | $2,596-96.6% |
| Participant deferral / active EE | $179 | $1,522-88.2% | $2,658-93.3% | $4,027-95.6% |
| Admin fee / account holder | $36 | $2,022-98.2% | $3,974-99.1% | $5,403-99.3% |