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 | $11,859 | $125,758-90.6% | $169,993-93.0% | $75,163-84.2% |
| Participation rate | 10.4% | 83.6%-73.2pp | 87.0%-76.6pp | 67.2%-56.8pp |
| Annual return | 0.00% | 27.20%-27.2pp | 53.37%-53.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,190 | $6,837-82.6% | $10,408-88.6% | $4,125-71.2% |
| Admin fee / account holder | $37 | $8,173-99.5% | $12,815-99.7% | $5,651-99.3% |