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 | $6,512 | $78,422-91.7% | $95,952-93.2% | $79,858-91.8% |
| Participation rate | 63.0% | 73.5%-10.5pp | 77.1%-14.1pp | 69.6%-6.7pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.61%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,020 | $1,945-47.5% | $2,541-59.8% | $2,471-58.7% |
| Participant deferral / active EE | $1,385 | $3,440-59.7% | $4,167-66.8% | $3,740-63.0% |
| Admin fee / account holder | $3 | $5,622-99.9% | $6,795-99.9% | $5,306-99.9% |