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 | $1,558 | $27,915-94.4% | $58,482-97.3% | $75,163-97.9% |
| Participation rate | 14.3% | 38.8%-24.5pp | 50.9%-36.6pp | 67.2%-52.9pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4239.32%-4239.3pp | 160.62%-160.6pp |
| Employer contribution / active EE | $97 | $669-85.6% | $1,053-90.8% | $2,670-96.4% |
| Participant deferral / active EE | $121 | $1,201-89.9% | $1,924-93.7% | $4,125-97.1% |
| Admin fee / account holder | $6 | $1,726-99.6% | $2,516-99.8% | $5,651-99.9% |