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 4-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 | $3,176 | $87,733-96.4% | $106,548-97.0% | $85,850-96.3% |
| Participation rate | 13.6% | 71.9%-58.3pp | 76.1%-62.5pp | 69.3%-55.7pp |
| Annual return | 0.00% | 21.86%-21.9pp | 26.80%-26.8pp | 318.53%-318.5pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $630 | $3,469-81.8% | $4,398-85.7% | $3,952-84.1% |
| Admin fee / account holder | $8 | $6,767-99.9% | $7,407-99.9% | $6,260-99.9% |