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 4-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 | $12,592 | $91,538-86.2% | $129,995-90.3% | $75,163-83.2% |
| Participation rate | 39.2% | 71.4%-32.2pp | 78.5%-39.3pp | 67.2%-28.0pp |
| Annual return | 24.80% | -631.11%+655.9pp | -137.18%+162.0pp | 160.62%-135.8pp |
| Employer contribution / active EE | $957 | $2,845-66.3% | $4,320-77.8% | $2,670-64.1% |
| Participant deferral / active EE | $1,656 | $4,341-61.9% | $5,820-71.6% | $4,125-59.9% |
| Admin fee / account holder | $132 | $6,790-98.1% | $10,614-98.8% | $5,651-97.7% |