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 | $4,621 | $65,561-93.0% | $86,188-94.6% | $75,163-93.9% |
| Participation rate | 26.2% | 60.5%-34.3pp | 69.0%-42.7pp | 67.2%-41.0pp |
| Annual return | 0.00% | 46.05%-46.1pp | 1168.45%-1168.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $471 | $1,553-69.6% | $2,380-80.2% | $2,670-82.3% |
| Participant deferral / active EE | $669 | $3,024-77.9% | $3,985-83.2% | $4,125-83.8% |
| Admin fee / account holder | $52 | $5,474-99.0% | $6,852-99.2% | $5,651-99.1% |