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 6-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 | $6,631 | $73,867-91.0% | $143,757-95.4% | $68,494-90.3% |
| Participation rate | 20.7% | 66.7%-46.0pp | 80.3%-59.6pp | 67.9%-47.2pp |
| Annual return | -13.53% | 1.01%-14.5pp | -0.04%-13.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $474 | $3,184-85.1% | $4,951-90.4% | $2,596-81.8% |
| Participant deferral / active EE | $417 | $3,384-87.7% | $5,637-92.6% | $4,027-89.7% |
| Admin fee / account holder | $225 | $5,755-96.1% | $14,673-98.5% | $5,403-95.8% |