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 4-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 | $1,682 | $27,915-94.0% | $58,482-97.1% | $75,163-97.8% |
| Participation rate | 2.5% | 38.8%-36.3pp | 50.9%-48.4pp | 67.2%-64.7pp |
| Annual return | 151.72% | 44.20%+107.5pp | 4239.32%-4087.6pp | 160.62%-8.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $38 | $1,201-96.8% | $1,924-98.0% | $4,125-99.1% |
| Admin fee / account holder | $3 | $1,726-99.8% | $2,516-99.9% | $5,651-99.9% |