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 | $758 | $75,828-99.0% | $147,614-99.5% | $59,632-98.7% |
| Participation rate | 68.5% | 71.6%-3.1pp | 84.6%-16.1pp | 68.7%-0.2pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $638 | $3,130-79.6% | $4,895-87.0% | $3,192-80.0% |
| Admin fee / account holder | $116 | $5,985-98.1% | $11,611-99.0% | $4,297-97.3% |