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 | $256 | $77,503-99.7% | $100,391-99.7% | $80,856-99.7% |
| Participation rate | 32.4% | 76.9%-44.6pp | 81.5%-49.1pp | 67.6%-35.3pp |
| Annual return | 0.00% | 37.20%-37.2pp | 49.20%-49.2pp | 35.59%-35.6pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $92 | $6,820-98.7% | $8,082-98.9% | $4,296-97.9% |
| Admin fee / account holder | $0 | $5,897-100.0% | $7,899-100.0% | $6,918-100.0% |