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 | $17,662 | $110,094-84.0% | $151,611-88.4% | $68,494-74.2% |
| Participation rate | 24.3% | 84.0%-59.6pp | 87.5%-63.2pp | 67.9%-43.6pp |
| Annual return | 0.00% | -10.12%+10.1pp | 3.33%-3.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $593 | $6,527-90.9% | $8,363-92.9% | $4,027-85.3% |
| Admin fee / account holder | $71 | $7,719-99.1% | $11,616-99.4% | $5,403-98.7% |