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 | $586 | $95,416-99.4% | $185,823-99.7% | $85,850-99.3% |
| Participation rate | 58.5% | 68.8%-10.2pp | 81.7%-23.2pp | 69.3%-10.8pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.05%-122.1pp | 318.53%-318.5pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $501 | $3,423-85.4% | $5,568-91.0% | $3,952-87.3% |
| Admin fee / account holder | $28 | $7,213-99.6% | $16,237-99.8% | $6,260-99.6% |