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 9-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 | $12,970 | $43,723-70.3% | $121,196-89.3% | $64,186-79.8% |
| Participation rate | 16.5% | 58.3%-41.8pp | 71.7%-55.3pp | 69.6%-53.1pp |
| Annual return | -7.57% | 68.91%-76.5pp | 16.93%-24.5pp | 7.63%-15.2pp |
| Employer contribution / active EE | $278 | $1,296-78.6% | $4,022-93.1% | $2,381-88.3% |
| Participant deferral / active EE | $587 | $2,280-74.3% | $3,344-82.4% | $3,470-83.1% |
| Admin fee / account holder | $154 | $3,501-95.6% | $5,019-96.9% | $4,888-96.8% |