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 | $2,841 | $82,664-96.6% | $125,339-97.7% | $68,494-95.9% |
| Participation rate | 48.3% | 75.0%-26.8pp | 82.4%-34.1pp | 67.9%-19.6pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $737 | $3,381-78.2% | $4,814-84.7% | $2,596-71.6% |
| Participant deferral / active EE | $763 | $6,110-87.5% | $7,446-89.8% | $4,027-81.1% |
| Admin fee / account holder | $90 | $6,275-98.6% | $10,010-99.1% | $5,403-98.3% |