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 | $1,647 | $35,986-95.4% | $77,482-97.9% | $73,488-97.8% |
| Participation rate | 16.9% | 40.8%-23.9pp | 54.2%-37.3pp | 70.7%-53.8pp |
| Annual return | 0.00% | 19.26%-19.3pp | 54.79%-54.8pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $557-100.0% | $986-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $269 | $1,198-77.6% | $1,861-85.6% | $3,740-92.8% |
| Admin fee / account holder | $0 | $466-100.0% | $2,858-100.0% | $513-100.0% |