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 6-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 | $2,315 | $60,124-96.1% | $90,404-97.4% | $79,858-97.1% |
| Participation rate | 57.9% | 65.0%-7.1pp | 72.7%-14.8pp | 69.6%-11.7pp |
| Annual return | 0.00% | 71.94%-71.9pp | 1293.02%-1293.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $649 | $2,068-68.6% | $3,262-80.1% | $2,471-73.8% |
| Participant deferral / active EE | $687 | $2,938-76.6% | $3,963-82.7% | $3,740-81.6% |
| Admin fee / account holder | $42 | $3,976-98.9% | $5,611-99.2% | $5,306-99.2% |