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 6-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 | $2,445 | $50,666-95.2% | $76,817-96.8% | $65,185-96.2% |
| Participation rate | 12.7% | 68.8%-56.1pp | 72.1%-59.4pp | 70.2%-57.5pp |
| Annual return | 0.00% | 28.51%-28.5pp | 1166.11%-1166.1pp | 29.38%-29.4pp |
| Employer contribution / active EE | $0 | $1,575-100.0% | $2,302-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $308 | $2,647-88.4% | $3,336-90.8% | $3,514-91.2% |
| Admin fee / account holder | $1 | $463-99.7% | $6,420-100.0% | $847-99.8% |