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 | $2,072 | $92,703-97.8% | $82,719-97.5% | $134,475-98.5% |
| Participation rate | 58.3% | 75.2%-16.9pp | 72.6%-14.2pp | 81.2%-22.9pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $700 | $3,274-78.6% | $3,009-76.7% | $4,740-85.2% |
| Participant deferral / active EE | $797 | $4,802-83.4% | $4,395-81.9% | $6,400-87.6% |
| Admin fee / account holder | $155 | $5,983-97.4% | $5,329-97.1% | $11,426-98.6% |