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 | $870 | $39,948-97.8% | $89,391-99.0% | $73,409-98.8% |
| Participation rate | 0.3% | 50.4%-50.1pp | 68.0%-67.7pp | 72.2%-71.9pp |
| Annual return | 0.00% | 50.12%-50.1pp | 245.62%-245.6pp | 59.29%-59.3pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,586-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2 | $2,193-99.9% | $3,890-99.9% | $3,805-99.9% |
| Admin fee / account holder | $0 | $134-100.0% | $4,881-100.0% | $158-100.0% |