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 7-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 | $86 | $31,679-99.7% | $74,701-99.9% | $65,185-99.9% |
| Participation rate | 56.9% | 40.4%+16.5pp | 54.5%+2.4pp | 70.2%-13.3pp |
| Annual return | 0.00% | 39.04%-39.0pp | 752.92%-752.9pp | 29.38%-29.4pp |
| Employer contribution / active EE | $0 | $566-100.0% | $1,084-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $52 | $1,191-95.6% | $1,964-97.3% | $3,514-98.5% |
| Admin fee / account holder | $0 | $379-100.0% | $3,333-100.0% | $847-100.0% |