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 | $18,055 | $71,883-74.9% | $86,677-79.2% | $68,494-73.6% |
| Participation rate | 32.4% | 72.2%-39.8pp | 76.6%-44.1pp | 67.9%-35.5pp |
| Annual return | -17.11% | 3.52%-20.6pp | 35.91%-53.0pp | -7.84%-9.3pp |
| Employer contribution / active EE | $622 | $2,173-71.4% | $2,836-78.1% | $2,596-76.0% |
| Participant deferral / active EE | $737 | $3,779-80.5% | $4,656-84.2% | $4,027-81.7% |
| Admin fee / account holder | $119 | $6,112-98.1% | $7,493-98.4% | $5,403-97.8% |