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 6-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 | $3,136 | $115,770-97.3% | $101,248-96.9% | $158,922-98.0% |
| Participation rate | 54.5% | 79.4%-24.8pp | 75.8%-21.3pp | 82.0%-27.4pp |
| Annual return | 0.00% | 56.14%-56.1pp | 46.47%-46.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,149 | $4,175-72.5% | $3,660-68.6% | $4,761-75.9% |
| Participant deferral / active EE | $503 | $4,957-89.9% | $4,370-88.5% | $5,982-91.6% |
| Admin fee / account holder | $19 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |