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 | $17,571 | $71,883-75.6% | $86,677-79.7% | $68,494-74.3% |
| Participation rate | 48.5% | 72.2%-23.8pp | 76.6%-28.1pp | 67.9%-19.4pp |
| Annual return | -15.29% | 3.52%-18.8pp | 35.91%-51.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $787 | $2,173-63.8% | $2,836-72.2% | $2,596-69.7% |
| Participant deferral / active EE | $905 | $3,779-76.1% | $4,656-80.6% | $4,027-77.5% |
| Admin fee / account holder | $189 | $6,112-96.9% | $7,493-97.5% | $5,403-96.5% |