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 | $5,513 | $84,487-93.5% | $125,339-95.6% | $66,914-91.8% |
| Participation rate | 47.1% | 76.4%-29.3pp | 82.4%-35.3pp | 69.8%-22.7pp |
| Annual return | 0.00% | -8.39%+8.4pp | 572.05%-572.1pp | 1.58%-1.6pp |
| Employer contribution / active EE | $1,173 | $3,553-67.0% | $4,814-75.6% | $2,544-53.9% |
| Participant deferral / active EE | $1,809 | $6,781-73.3% | $7,446-75.7% | $4,237-57.3% |
| Admin fee / account holder | $5 | $685-99.2% | $10,010-99.9% | $593-99.1% |