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 10-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 | $1,506 | $65,703-97.7% | $94,224-98.4% | $59,632-97.5% |
| Participation rate | 41.0% | 72.1%-31.1pp | 78.8%-37.7pp | 68.7%-27.6pp |
| Annual return | 0.00% | 5.22%-5.2pp | 10.68%-10.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $630 | $3,143-80.0% | $4,320-85.4% | $3,192-80.3% |
| Admin fee / account holder | $40 | $4,264-99.1% | $6,269-99.4% | $4,297-99.1% |