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 10-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 | $6,275 | $42,383-85.2% | $76,523-91.8% | $64,186-90.2% |
| Participation rate | 58.3% | 58.1%+0.2pp | 68.0%-9.7pp | 69.6%-11.2pp |
| Annual return | -5.17% | -16.54%+11.4pp | -0.27%-4.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $839 | $1,563-46.3% | $2,647-68.3% | $2,381-64.8% |
| Participant deferral / active EE | $197 | $2,566-92.3% | $3,835-94.9% | $3,470-94.3% |
| Admin fee / account holder | $21 | $3,198-99.3% | $4,848-99.6% | $4,888-99.6% |