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 | $18,141 | $62,586-71.0% | $76,768-76.4% | $64,186-71.7% |
| Participation rate | 25.0% | 72.8%-47.8pp | 77.0%-52.0pp | 69.6%-44.6pp |
| Annual return | -6.13% | -1.95%-4.2pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $388 | $3,145-87.7% | $3,852-89.9% | $3,470-88.8% |
| Admin fee / account holder | $30 | $4,667-99.4% | $6,675-99.5% | $4,888-99.4% |