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 | $13,201 | $56,357-76.6% | $104,294-87.3% | $68,494-80.7% |
| Participation rate | 23.2% | 63.3%-40.0pp | 73.3%-50.0pp | 67.9%-44.7pp |
| Annual return | 0.00% | -9.19%+9.2pp | 24.61%-24.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $164 | $3,077-94.7% | $4,625-96.4% | $4,027-95.9% |
| Admin fee / account holder | $11 | $4,903-99.8% | $7,339-99.9% | $5,403-99.8% |