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 | $5,471 | $107,791-94.9% | $90,645-94.0% | $135,375-96.0% |
| Participation rate | 66.7% | 78.0%-11.4pp | 74.0%-7.4pp | 82.6%-16.0pp |
| Annual return | -0.61% | -0.90%+0.3pp | 1.88%-2.5pp | 519.73%-520.3pp |
| Employer contribution / active EE | $234 | $3,018-92.3% | $2,532-90.8% | $4,779-95.1% |
| Participant deferral / active EE | $292 | $3,872-92.5% | $3,425-91.5% | $5,609-94.8% |
| Admin fee / account holder | $35 | $5,930-99.4% | $4,994-99.3% | $10,827-99.7% |