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 5-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 | $14,932 | $167,484-91.1% | $151,611-90.2% | $134,475-88.9% |
| Participation rate | 22.2% | 88.4%-66.2pp | 87.5%-65.3pp | 81.2%-59.0pp |
| Annual return | -20.11% | 7.80%-27.9pp | 3.33%-23.4pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,527 | $6,829-77.6% | $6,166-75.2% | $4,740-67.8% |
| Participant deferral / active EE | $2,104 | $8,986-76.6% | $8,363-74.8% | $6,400-67.1% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |