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 9-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 | $695 | $63,346-98.9% | $92,233-99.2% | $70,131-99.0% |
| Participation rate | 30.6% | 68.7%-38.1pp | 76.5%-45.9pp | 69.5%-39.0pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $341 | $2,854-88.1% | $3,897-91.3% | $3,332-89.8% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |