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 | $20,909 | $71,883-70.9% | $86,677-75.9% | $68,494-69.5% |
| Participation rate | 11.6% | 72.2%-60.6pp | 76.6%-64.9pp | 67.9%-56.3pp |
| Annual return | -12.24% | 3.52%-15.8pp | 35.91%-48.1pp | -7.84%-4.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $283 | $3,779-92.5% | $4,656-93.9% | $4,027-93.0% |
| Admin fee / account holder | $228 | $6,112-96.3% | $7,493-97.0% | $5,403-95.8% |