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 | $2,123 | $110,502-98.1% | $80,716-97.4% | $167,490-98.7% |
| Participation rate | 8.3% | 64.0%-55.6pp | 54.2%-45.8pp | 82.1%-73.8pp |
| Annual return | 0.00% | 120.54%-120.5pp | 87.28%-87.3pp | 478.56%-478.6pp |
| Employer contribution / active EE | $70 | $1,543-95.5% | $1,160-94.0% | $4,837-98.6% |
| Participant deferral / active EE | $105 | $2,871-96.3% | $2,146-95.1% | $6,341-98.3% |
| Admin fee / account holder | $1 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |