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 5-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 | $841 | $84,695-99.0% | $73,843-98.9% | $125,391-99.3% |
| Participation rate | 33.3% | 76.8%-43.4pp | 73.4%-40.1pp | 83.2%-49.9pp |
| Annual return | 0.00% | 3123.53%-3123.5pp | 2267.84%-2267.8pp | 282.22%-282.2pp |
| Employer contribution / active EE | $148 | $3,123-95.2% | $2,787-94.7% | $4,866-96.9% |
| Participant deferral / active EE | $206 | $3,992-94.8% | $3,583-94.2% | $5,352-96.1% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |