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 4-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 | $548 | $27,915-98.0% | $58,482-99.1% | $75,163-99.3% |
| Participation rate | 45.0% | 38.8%+6.2pp | 50.9%-5.9pp | 67.2%-22.2pp |
| Annual return | 16.07% | 44.20%-28.1pp | 4239.32%-4223.2pp | 160.62%-144.5pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $13 | $1,201-98.9% | $1,924-99.3% | $4,125-99.7% |
| Admin fee / account holder | $57 | $1,726-96.7% | $2,516-97.7% | $5,651-99.0% |