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 6-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 | $7,781 | $86,286-91.0% | $111,297-93.0% | $85,850-90.9% |
| Participation rate | 24.5% | 73.3%-48.8pp | 77.3%-52.8pp | 69.3%-44.8pp |
| Annual return | 0.00% | 19.99%-20.0pp | 54.65%-54.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $536 | $2,043-73.7% | $2,731-80.4% | $2,565-79.1% |
| Participant deferral / active EE | $1,443 | $3,641-60.4% | $4,487-67.8% | $3,952-63.5% |
| Admin fee / account holder | $0 | $8,188-100.0% | $7,964-100.0% | $6,260-100.0% |