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 | $253 | $58,879-99.6% | $178,490-99.9% | $73,488-99.7% |
| Participation rate | 2.6% | 66.2%-63.6pp | 81.9%-79.3pp | 70.7%-68.1pp |
| Annual return | 0.00% | 24.86%-24.9pp | 151.07%-151.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6 | $2,567-99.7% | $5,202-99.9% | $3,740-99.8% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |