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 | $12,830 | $82,664-84.5% | $125,339-89.8% | $68,494-81.3% |
| Participation rate | 39.5% | 75.0%-35.6pp | 82.4%-42.9pp | 67.9%-28.4pp |
| Annual return | -18.26% | -5.97%-12.3pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $716 | $3,381-78.8% | $4,814-85.1% | $2,596-72.4% |
| Participant deferral / active EE | $1,330 | $6,110-78.2% | $7,446-82.1% | $4,027-67.0% |
| Admin fee / account holder | $227 | $6,275-96.4% | $10,010-97.7% | $5,403-95.8% |