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.
Employer 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 | $9,841 | $175,600-94.4% | $129,110-92.4% | $134,475-92.7% |
| Participation rate | 38.5% | 81.6%-43.1pp | 77.3%-38.8pp | 81.2%-42.8pp |
| Annual return | 0.00% | -11.39%+11.4pp | -10.94%+10.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,052-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,828 | $7,975-52.0% | $6,542-41.5% | $6,400-40.2% |
| Admin fee / account holder | $11 | $23,567-100.0% | $14,302-99.9% | $11,426-99.9% |