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.
Employer 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 | $3,081 | $110,502-97.2% | $80,716-96.2% | $167,490-98.2% |
| Participation rate | 6.7% | 64.0%-57.3pp | 54.2%-47.5pp | 82.1%-75.4pp |
| Annual return | 0.00% | 120.54%-120.5pp | 87.28%-87.3pp | 478.56%-478.6pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $187 | $2,871-93.5% | $2,146-91.3% | $6,341-97.1% |
| Admin fee / account holder | $6 | $4,545-99.9% | $3,380-99.8% | $12,309-100.0% |