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 | $1,370 | $28,109-95.1% | $71,086-98.1% | $56,287-97.6% |
| Participation rate | 30.3% | 40.4%-10.2pp | 54.7%-24.4pp | 69.9%-39.6pp |
| Annual return | 0.00% | -615.05%+615.1pp | 650.59%-650.6pp | -9.96%+10.0pp |
| Employer contribution / active EE | $305 | $558-45.3% | $1,088-72.0% | $2,111-85.5% |
| Participant deferral / active EE | $138 | $1,116-87.6% | $1,874-92.6% | $3,350-95.9% |
| Admin fee / account holder | $20 | $585-96.7% | $3,082-99.4% | $521-96.2% |