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 | $1,104 | $41,078-97.3% | $80,569-98.6% | $71,457-98.5% |
| Participation rate | 5.2% | 50.2%-45.0pp | 67.0%-61.8pp | 67.9%-62.7pp |
| Annual return | 0.00% | 38.45%-38.5pp | 935.43%-935.4pp | 28.85%-28.8pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $2,723-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $54 | $2,699-98.0% | $4,447-98.8% | $4,289-98.7% |
| Admin fee / account holder | $1 | $1,840-100.0% | $5,377-100.0% | $1,587-99.9% |