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 7-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 | $798 | $104,907-99.2% | $84,611-99.1% | $152,861-99.5% |
| Participation rate | 27.3% | 74.8%-47.5pp | 68.2%-41.0pp | 82.4%-55.2pp |
| Annual return | 0.00% | 373.79%-373.8pp | 258.74%-258.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $225 | $4,688-95.2% | $3,899-94.2% | $5,850-96.2% |
| Admin fee / account holder | $72 | $6,241-98.9% | $4,912-98.5% | $11,596-99.4% |