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 | $10,658 | $49,280-78.4% | $67,313-84.2% | $64,186-83.4% |
| Participation rate | 65.5% | 60.8%+4.7pp | 69.1%-3.6pp | 69.6%-4.1pp |
| Annual return | -7.21% | -1.39%-5.8pp | -4.08%-3.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $651 | $1,668-61.0% | $2,566-74.6% | $2,381-72.7% |
| Participant deferral / active EE | $763 | $2,484-69.3% | $3,568-78.6% | $3,470-78.0% |
| Admin fee / account holder | $258 | $3,863-93.3% | $4,507-94.3% | $4,888-94.7% |