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 | $1,763 | $109,817-98.4% | $98,442-98.2% | $167,490-98.9% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 0.00% | 1956.69%-1956.7pp | 1492.73%-1492.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $291 | $3,224-91.0% | $2,960-90.2% | $4,837-94.0% |
| Participant deferral / active EE | $759 | $4,673-83.8% | $4,276-82.2% | $6,341-88.0% |
| Admin fee / account holder | $2 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |