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 10-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 | $1,974 | $52,519-96.2% | $155,790-98.7% | $59,632-96.7% |
| Participation rate | 41.9% | 61.7%-19.8pp | 76.1%-34.2pp | 68.7%-26.7pp |
| Annual return | 0.00% | 53.51%-53.5pp | 71.54%-71.5pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $343 | $1,589-78.4% | $3,836-91.0% | $2,203-84.4% |
| Participant deferral / active EE | $519 | $3,084-83.2% | $4,797-89.2% | $3,192-83.7% |
| Admin fee / account holder | $47 | $3,540-98.7% | $7,478-99.4% | $4,297-98.9% |