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 | $977 | $55,041-98.2% | $45,164-97.8% | $134,475-99.3% |
| Participation rate | 22.2% | 63.8%-41.6pp | 55.2%-32.9pp | 81.2%-59.0pp |
| Annual return | 0.00% | -19.63%+19.6pp | -20.28%+20.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $79 | $3,006-97.4% | $2,321-96.6% | $4,740-98.3% |
| Participant deferral / active EE | $138 | $3,822-96.4% | $3,184-95.7% | $6,400-97.8% |
| Admin fee / account holder | $0 | $4,029-100.0% | $3,071-100.0% | $11,426-100.0% |