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.
Employer 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 | $489 | $55,415-99.1% | $155,509-99.7% | $74,495-99.3% |
| Participation rate | 12.7% | 61.9%-49.2pp | 78.2%-65.5pp | 67.2%-54.5pp |
| Annual return | 0.00% | 268.50%-268.5pp | 64.67%-64.7pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $63 | $2,267-97.2% | $4,672-98.7% | $2,623-97.6% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,738-100.0% | $15,912-100.0% | $1,942-100.0% |