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 | $9,257 | $95,862-90.3% | $79,550-88.4% | $134,475-93.1% |
| Participation rate | 62.5% | 75.0%-12.5pp | 69.5%-7.0pp | 81.2%-18.7pp |
| Annual return | -15.00% | -2.69%-12.3pp | 0.16%-15.2pp | 417.96%-433.0pp |
| Employer contribution / active EE | $553 | $3,128-82.3% | $2,413-77.1% | $4,740-88.3% |
| Participant deferral / active EE | $629 | $4,693-86.6% | $3,985-84.2% | $6,400-90.2% |
| Admin fee / account holder | $42 | $9,126-99.5% | $6,832-99.4% | $11,426-99.6% |