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 | $1,760 | $32,888-94.6% | - | $70,131-97.5% |
| Participation rate | 3.5% | 57.8%-54.3pp | - | 69.5%-66.0pp |
| Annual return | 0.00% | 18.50%-18.5pp | - | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $2,171-100.0% | - | $2,342-100.0% |
| Participant deferral / active EE | $60 | $1,340-95.6% | - | $3,332-98.2% |
| Admin fee / account holder | $0 | $1,413-100.0% | - | $4,645-100.0% |