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 8-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 | $1,053 | $47,977-97.8% | $154,107-99.3% | $56,287-98.1% |
| Participation rate | 7.3% | 66.2%-58.9pp | 83.0%-75.8pp | 69.9%-62.6pp |
| Annual return | 0.00% | 3.54%-3.5pp | 735.12%-735.1pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $112 | $2,392-95.3% | $5,081-97.8% | $3,350-96.7% |
| Admin fee / account holder | $22 | $438-95.0% | $13,411-99.8% | $521-95.8% |