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 5-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 | $1,467 | $31,310-95.3% | $53,898-97.3% | $74,304-98.0% |
| Participation rate | 0.9% | 30.7%-29.8pp | 55.0%-54.1pp | 60.3%-59.5pp |
| Annual return | 0.00% | 23.16%-23.2pp | 528.60%-528.6pp | 29.43%-29.4pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $12 | $934-98.7% | $1,826-99.4% | $3,767-99.7% |
| Admin fee / account holder | $3 | $2,175-99.9% | $2,491-99.9% | $2,969-99.9% |