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 | $11,933 | $45,602-73.8% | $117,472-89.8% | $66,914-82.2% |
| Participation rate | 17.1% | 57.6%-40.5pp | 70.6%-53.4pp | 69.8%-52.7pp |
| Annual return | -15.85% | -16.74%+0.9pp | 29.74%-45.6pp | 1.58%-17.4pp |
| Employer contribution / active EE | $0 | $1,579-100.0% | $4,176-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $375 | $2,845-86.8% | $4,070-90.8% | $4,237-91.2% |
| Admin fee / account holder | $171 | $661-74.2% | $5,645-97.0% | $593-71.3% |