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 | $6,470 | $84,487-92.3% | $125,339-94.8% | $66,914-90.3% |
| Participation rate | 41.4% | 76.4%-35.0pp | 82.4%-40.9pp | 69.8%-28.4pp |
| Annual return | 0.00% | -8.39%+8.4pp | 572.05%-572.1pp | 1.58%-1.6pp |
| Employer contribution / active EE | $1,300 | $3,553-63.4% | $4,814-73.0% | $2,544-48.9% |
| Participant deferral / active EE | $1,897 | $6,781-72.0% | $7,446-74.5% | $4,237-55.2% |
| Admin fee / account holder | $18 | $685-97.4% | $10,010-99.8% | $593-97.0% |