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 | $11,604 | $71,883-83.9% | $86,677-86.6% | $68,494-83.1% |
| Participation rate | 8.5% | 72.2%-63.7pp | 76.6%-68.1pp | 67.9%-59.4pp |
| Annual return | -17.53% | 3.52%-21.1pp | 35.91%-53.4pp | -7.84%-9.7pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $768 | $3,779-79.7% | $4,656-83.5% | $4,027-80.9% |
| Admin fee / account holder | $31 | $6,112-99.5% | $7,493-99.6% | $5,403-99.4% |