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 | $881 | $69,515-98.7% | $86,874-99.0% | $85,850-99.0% |
| Participation rate | 1.8% | 66.3%-64.5pp | 71.6%-69.9pp | 69.3%-67.5pp |
| Annual return | 0.00% | 20.12%-20.1pp | 63.52%-63.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,495-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $14 | $2,919-99.5% | $3,699-99.6% | $3,952-99.6% |
| Admin fee / account holder | $0 | $5,972-100.0% | $5,828-100.0% | $6,260-100.0% |