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 | $3,225 | $96,305-96.7% | $80,569-96.0% | $139,434-97.7% |
| Participation rate | 42.9% | 73.6%-30.8pp | 67.0%-24.1pp | 80.3%-37.5pp |
| Annual return | 0.00% | 1350.08%-1350.1pp | 935.43%-935.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $683 | $3,262-79.1% | $2,723-74.9% | $4,751-85.6% |
| Participant deferral / active EE | $840 | $5,232-84.0% | $4,447-81.1% | $6,710-87.5% |
| Admin fee / account holder | $2 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |