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 8-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 | $1,835 | $58,927-96.9% | $76,817-97.6% | $72,985-97.5% |
| Participation rate | 53.6% | 67.3%-13.8pp | 72.1%-18.5pp | 69.5%-15.9pp |
| Annual return | 0.00% | 2305.64%-2305.6pp | 1166.11%-1166.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $775 | $1,787-56.6% | $2,302-66.3% | $2,440-68.2% |
| Participant deferral / active EE | $392 | $2,690-85.4% | $3,336-88.3% | $3,607-89.1% |
| Admin fee / account holder | $0 | $4,013-100.0% | $6,420-100.0% | $5,124-100.0% |