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 | $8,542 | $59,805-85.7% | $79,550-89.3% | $68,494-87.5% |
| Participation rate | 54.7% | 61.1%-6.3pp | 69.5%-14.8pp | 67.9%-13.2pp |
| Annual return | -18.75% | -12.30%-6.4pp | 0.16%-18.9pp | -7.84%-10.9pp |
| Employer contribution / active EE | $385 | $1,505-74.4% | $2,413-84.0% | $2,596-85.2% |
| Participant deferral / active EE | $866 | $3,024-71.4% | $3,985-78.3% | $4,027-78.5% |
| Admin fee / account holder | $114 | $4,835-97.6% | $6,832-98.3% | $5,403-97.9% |