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 | $8,876 | $49,173-81.9% | $121,098-92.7% | $75,163-88.2% |
| Participation rate | 34.3% | 55.4%-21.1pp | 69.5%-35.2pp | 67.2%-32.9pp |
| Annual return | 0.00% | 55.99%-56.0pp | 985.75%-985.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $4,364 | $1,546+182.3% | $4,164+4.8% | $2,670+63.4% |
| Participant deferral / active EE | $305 | $2,628-88.4% | $4,080-92.5% | $4,125-92.6% |
| Admin fee / account holder | $12 | $3,942-99.7% | $5,644-99.8% | $5,651-99.8% |