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 | $241 | $109,413-99.8% | $156,263-99.8% | $84,808-99.7% |
| Participation rate | 64.0% | 72.7%-8.7pp | 78.9%-14.9pp | 68.3%-4.3pp |
| Annual return | 0.00% | 20.18%-20.2pp | 59.47%-59.5pp | 40.90%-40.9pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $153 | $4,590-96.7% | $6,158-97.5% | $4,212-96.4% |
| Admin fee / account holder | $0 | $9,357-100.0% | $14,255-100.0% | $7,344-100.0% |