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 | $15,418 | $129,942-88.1% | $104,294-85.2% | $134,475-88.5% |
| Participation rate | 30.0% | 79.5%-49.5pp | 73.3%-43.3pp | 81.2%-51.2pp |
| Annual return | -19.82% | 42.03%-61.8pp | 24.61%-44.4pp | 417.96%-437.8pp |
| Employer contribution / active EE | $888 | $4,184-78.8% | $3,372-73.7% | $4,740-81.3% |
| Participant deferral / active EE | $677 | $5,588-87.9% | $4,625-85.4% | $6,400-89.4% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |