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 3-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 | $2,008 | $49,922-96.0% | $80,569-97.5% | $75,163-97.3% |
| Participation rate | 27.0% | 55.3%-28.3pp | 67.0%-40.0pp | 67.2%-40.2pp |
| Annual return | 0.00% | 34.69%-34.7pp | 935.43%-935.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $331 | $1,698-80.5% | $2,723-87.8% | $2,670-87.6% |
| Participant deferral / active EE | $349 | $2,990-88.3% | $4,447-92.1% | $4,125-91.5% |
| Admin fee / account holder | $96 | $3,577-97.3% | $5,377-98.2% | $5,651-98.3% |