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 7-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 | $2,044 | $52,836-96.1% | $105,738-98.1% | $64,186-96.8% |
| Participation rate | 53.1% | 66.5%-13.4pp | 76.3%-23.2pp | 69.6%-16.4pp |
| Annual return | 0.00% | 14.30%-14.3pp | 6.27%-6.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $538 | $1,827-70.5% | $3,268-83.5% | $2,381-77.4% |
| Participant deferral / active EE | $647 | $2,545-74.6% | $4,080-84.1% | $3,470-81.4% |
| Admin fee / account holder | $0 | $3,959-100.0% | $6,913-100.0% | $4,888-100.0% |