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 6-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 | $535 | $35,986-98.5% | $77,482-99.3% | $73,488-99.3% |
| Participation rate | 3.6% | 40.8%-37.2pp | 54.2%-50.6pp | 70.7%-67.1pp |
| Annual return | 0.00% | 19.26%-19.3pp | 54.79%-54.8pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $557-100.0% | $986-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $18 | $1,198-98.5% | $1,861-99.0% | $3,740-99.5% |
| Admin fee / account holder | $0 | $466-100.0% | $2,858-100.0% | $513-100.0% |