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 | $10,079 | $81,900-87.7% | $119,609-91.6% | $68,494-85.3% |
| Participation rate | 48.3% | 71.9%-23.6pp | 79.3%-31.0pp | 67.9%-19.6pp |
| Annual return | -17.21% | -23.82%+6.6pp | -14.97%-2.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $930 | $4,148-77.6% | $5,602-83.4% | $4,027-76.9% |
| Admin fee / account holder | $185 | $6,582-97.2% | $10,323-98.2% | $5,403-96.6% |