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 | $714 | $37,393-98.1% | $77,024-99.1% | $66,914-98.9% |
| Participation rate | 4.0% | 52.9%-48.9pp | 67.9%-63.9pp | 69.8%-65.8pp |
| Annual return | 0.00% | -3.29%+3.3pp | 42.32%-42.3pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $28 | $2,617-98.9% | $4,426-99.4% | $4,237-99.3% |
| Admin fee / account holder | $0 | $567-100.0% | $5,425-100.0% | $593-100.0% |