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 3-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 | $708 | $86,699-99.2% | $73,307-99.0% | $125,391-99.4% |
| Participation rate | 46.7% | 78.6%-32.0pp | 74.9%-28.2pp | 83.2%-36.5pp |
| Annual return | 0.00% | 2.78%-2.8pp | 5.67%-5.7pp | 282.22%-282.2pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $360 | $5,550-93.5% | $4,991-92.8% | $5,352-93.3% |
| Admin fee / account holder | $0 | $7,771-100.0% | $5,637-100.0% | $9,540-100.0% |