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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $3,257 | $37,317-91.3% | $77,024-95.8% | $77,904-95.8% |
| Participation rate | 26.1% | 46.9%-20.8pp | 67.9%-41.8pp | 73.7%-47.6pp |
| Annual return | 397.51% | -5.88%+403.4pp | 42.32%+355.2pp | 12.21%+385.3pp |
| Employer contribution / active EE | $6,924 | $1,218+468.4% | $2,812+146.2% | $2,848+143.1% |
| Participant deferral / active EE | $98 | $2,564-96.2% | $4,426-97.8% | $4,806-98.0% |
| Admin fee / account holder | $0 | $126-99.7% | $5,425-100.0% | $133-99.7% |