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 | $3,205 | $39,286-91.8% | $80,716-96.0% | $79,386-96.0% |
| Participation rate | 16.7% | 41.0%-24.3pp | 54.2%-37.5pp | 70.7%-54.0pp |
| Annual return | 0.00% | 98.95%-98.9pp | 87.28%-87.3pp | 116.85%-116.9pp |
| Employer contribution / active EE | $223 | $594-62.5% | $1,160-80.8% | $2,427-90.8% |
| Participant deferral / active EE | $307 | $1,264-75.7% | $2,146-85.7% | $4,046-92.4% |
| Admin fee / account holder | $40 | $647-93.8% | $3,380-98.8% | $626-93.6% |