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 6-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 | $11,854 | $81,900-85.5% | $119,609-90.1% | $68,494-82.7% |
| Participation rate | 38.7% | 71.9%-33.2pp | 79.3%-40.5pp | 67.9%-29.2pp |
| Annual return | 3.30% | -23.82%+27.1pp | -14.97%+18.3pp | -7.84%+11.1pp |
| Employer contribution / active EE | $977 | $2,693-63.7% | $4,232-76.9% | $2,596-62.4% |
| Participant deferral / active EE | $1,527 | $4,148-63.2% | $5,602-72.7% | $4,027-62.1% |
| Admin fee / account holder | $0 | $6,582-100.0% | $10,323-100.0% | $5,403-100.0% |