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 | $206 | $101,283-99.8% | $75,826-99.7% | $135,375-99.8% |
| Participation rate | 58.8% | 72.7%-13.9pp | 68.2%-9.4pp | 82.6%-23.8pp |
| Annual return | 0.00% | 3384.62%-3384.6pp | 1914.15%-1914.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $132 | $3,469-96.2% | $2,862-95.4% | $5,609-97.6% |
| Admin fee / account holder | $1 | $6,539-100.0% | $4,726-100.0% | $10,827-100.0% |