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 | $10,403 | $73,004-85.7% | $90,749-88.5% | $68,494-84.8% |
| Participation rate | 33.3% | 70.8%-37.5pp | 75.7%-42.4pp | 67.9%-34.6pp |
| Annual return | -18.57% | -13.81%-4.8pp | -12.16%-6.4pp | -7.84%-10.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $288 | $3,627-92.0% | $4,564-93.7% | $4,027-92.8% |
| Admin fee / account holder | $121 | $5,896-97.9% | $8,445-98.6% | $5,403-97.8% |