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 9-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 | $12,189 | $77,813-84.3% | $123,544-90.1% | $64,186-81.0% |
| Participation rate | 49.0% | 74.7%-25.7pp | 82.3%-33.3pp | 69.6%-20.6pp |
| Annual return | -6.53% | 12.48%-19.0pp | 119.20%-125.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,825 | $3,014-6.3% | $4,628-39.0% | $2,381+18.6% |
| Participant deferral / active EE | $220 | $5,240-95.8% | $6,426-96.6% | $3,470-93.7% |
| Admin fee / account holder | $193 | $5,519-96.5% | $9,284-97.9% | $4,888-96.1% |