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 | $2,107 | $104,486-98.0% | $76,817-97.3% | $152,861-98.6% |
| Participation rate | 42.9% | 76.6%-33.7pp | 72.1%-29.2pp | 82.4%-39.6pp |
| Annual return | 0.00% | 1013.37%-1013.4pp | 1166.11%-1166.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $373 | $3,116-88.0% | $2,302-83.8% | $4,762-92.2% |
| Participant deferral / active EE | $484 | $4,236-88.6% | $3,336-85.5% | $5,850-91.7% |
| Admin fee / account holder | $8 | $12,275-99.9% | $6,420-99.9% | $11,596-99.9% |