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.
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 | $235 | $50,127-99.5% | $149,673-99.8% | $80,160-99.7% |
| Participation rate | 1.9% | 64.3%-62.4pp | 78.8%-76.9pp | 72.9%-71.0pp |
| Annual return | 0.00% | 29.82%-29.8pp | 134.42%-134.4pp | 40.38%-40.4pp |
| Employer contribution / active EE | $12 | $1,865-99.4% | $4,818-99.8% | $2,978-99.6% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,680-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $153-100.0% | $13,210-100.0% | $145-100.0% |