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 5-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 | $334 | $104,664-99.7% | $85,682-99.6% | $167,490-99.8% |
| Participation rate | 58.3% | 76.4%-18.0pp | 69.9%-11.5pp | 82.1%-23.8pp |
| Annual return | 0.00% | 21.45%-21.4pp | 21.49%-21.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $220 | $4,824-95.4% | $3,923-94.4% | $6,341-96.5% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,873-100.0% | $12,309-100.0% |