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 | $22,663 | $82,202-72.4% | $125,339-81.9% | $64,808-65.0% |
| Participation rate | 1.1% | 77.9%-76.8pp | 82.4%-81.3pp | 71.5%-70.4pp |
| Annual return | 0.00% | 3.48%-3.5pp | 572.05%-572.1pp | 32.82%-32.8pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $239 | $7,175-96.7% | $7,446-96.8% | $4,310-94.4% |
| Admin fee / account holder | $0 | $163-100.0% | $10,010-100.0% | $188-100.0% |