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.
Employer 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 | $3,205 | $100,852-96.8% | $90,404-96.5% | $158,922-98.0% |
| Participation rate | 68.4% | 75.0%-6.6pp | 72.7%-4.3pp | 82.0%-13.5pp |
| Annual return | 0.00% | 1724.20%-1724.2pp | 1293.02%-1293.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,020 | $4,348-53.5% | $3,963-49.0% | $5,982-66.2% |
| Admin fee / account holder | $12 | $6,501-99.8% | $5,611-99.8% | $11,246-99.9% |