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 | $2,773 | $58,320-95.2% | $86,436-96.8% | $66,914-95.9% |
| Participation rate | 31.9% | 78.6%-46.7pp | 80.3%-48.4pp | 69.8%-37.9pp |
| Annual return | 0.00% | -9.71%+9.7pp | 4394.89%-4394.9pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,024 | $6,899-85.2% | $6,952-85.3% | $4,237-75.8% |
| Admin fee / account holder | $28 | $546-94.9% | $6,731-99.6% | $593-95.3% |