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 | $1,842 | $102,547-98.2% | $78,210-97.6% | $147,584-98.8% |
| Participation rate | 20.8% | 74.4%-53.6pp | 68.7%-47.9pp | 82.8%-62.0pp |
| Annual return | 0.00% | 51.08%-51.1pp | 40.90%-40.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $145 | $2,617-94.4% | $2,034-92.9% | $4,876-97.0% |
| Participant deferral / active EE | $229 | $3,481-93.4% | $2,823-91.9% | $5,439-95.8% |
| Admin fee / account holder | $1 | $5,059-100.0% | $3,758-100.0% | $10,885-100.0% |