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 | $409 | $210,648-99.8% | $177,989-99.8% | $145,922-99.7% |
| Participation rate | 11.1% | 80.8%-69.6pp | 77.1%-66.0pp | 80.3%-69.2pp |
| Annual return | 0.00% | 385.86%-385.9pp | 294.48%-294.5pp | 561.29%-561.3pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $3,949-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $44 | $6,958-99.4% | $6,276-99.3% | $6,688-99.3% |
| Admin fee / account holder | $1 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |