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 | $8,225 | $73,867-88.9% | $143,757-94.3% | $68,494-88.0% |
| Participation rate | 12.9% | 66.7%-53.7pp | 80.3%-67.4pp | 67.9%-54.9pp |
| Annual return | -19.04% | 1.01%-20.1pp | -0.04%-19.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $225 | $3,384-93.3% | $5,637-96.0% | $4,027-94.4% |
| Admin fee / account holder | $26 | $5,755-99.5% | $14,673-99.8% | $5,403-99.5% |