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 | $9,798 | $95,862-89.8% | $79,550-87.7% | $134,475-92.7% |
| Participation rate | 52.2% | 75.0%-22.9pp | 69.5%-17.3pp | 81.2%-29.0pp |
| Annual return | -4.98% | -2.69%-2.3pp | 0.16%-5.1pp | 417.96%-422.9pp |
| Employer contribution / active EE | $1,353 | $3,128-56.8% | $2,413-43.9% | $4,740-71.5% |
| Participant deferral / active EE | $501 | $4,693-89.3% | $3,985-87.4% | $6,400-92.2% |
| Admin fee / account holder | $191 | $9,126-97.9% | $6,832-97.2% | $11,426-98.3% |