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 8-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 | $20,279 | $71,666-71.7% | $117,854-82.8% | $69,631-70.9% |
| Participation rate | 50.8% | 77.5%-26.7pp | 79.7%-28.9pp | 70.7%-19.9pp |
| Annual return | 0.00% | 18.86%-18.9pp | 335.08%-335.1pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $601 | $1,889-68.2% | $3,786-84.1% | $2,032-70.4% |
| Participant deferral / active EE | $1,096 | $3,340-67.2% | $4,482-75.5% | $3,224-66.0% |
| Admin fee / account holder | $289 | $120+139.9% | $8,020-96.4% | $110+161.4% |