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.
Employer 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 | $13,259 | $140,578-90.6% | $100,671-86.8% | $125,391-89.4% |
| Participation rate | 54.5% | 80.4%-25.9pp | 70.7%-16.2pp | 83.2%-28.6pp |
| Annual return | -2.87% | 24.67%-27.5pp | 20.43%-23.3pp | 282.22%-285.1pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $661 | $3,981-83.4% | $3,144-79.0% | $5,352-87.7% |
| Admin fee / account holder | $184 | $6,716-97.3% | $4,850-96.2% | $9,540-98.1% |