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 | $2,158 | $136,179-98.4% | $98,755-97.8% | $167,490-98.7% |
| Participation rate | 57.1% | 70.2%-13.1pp | 65.7%-8.6pp | 82.1%-25.0pp |
| Annual return | 0.00% | 67.53%-67.5pp | 49.91%-49.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,251 | $2,631-52.5% | $2,067-39.5% | $4,837-74.1% |
| Participant deferral / active EE | $49 | $3,716-98.7% | $3,035-98.4% | $6,341-99.2% |
| Admin fee / account holder | $147 | $5,031-97.1% | $4,076-96.4% | $12,309-98.8% |