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 5-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.
Employer 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 | $355 | $43,133-99.2% | $89,391-99.6% | $73,488-99.5% |
| Participation rate | 14.2% | 55.0%-40.8pp | 68.0%-53.8pp | 70.7%-56.5pp |
| Annual return | 0.00% | 135.66%-135.7pp | 245.62%-245.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $50 | $1,438-96.5% | $2,586-98.0% | $2,270-97.8% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $444-100.0% | $4,881-100.0% | $513-100.0% |