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 6-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 | $1,155 | $129,217-99.1% | $93,406-98.8% | $158,922-99.3% |
| Participation rate | 14.3% | 71.0%-56.7pp | 66.8%-52.5pp | 82.0%-67.7pp |
| Annual return | 0.00% | 118.21%-118.2pp | 78.05%-78.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $36 | $2,711-98.7% | $2,075-98.3% | $4,761-99.3% |
| Participant deferral / active EE | $128 | $3,909-96.7% | $3,126-95.9% | $5,982-97.9% |
| Admin fee / account holder | $0 | $7,383-100.0% | $5,230-100.0% | $11,246-100.0% |