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 | $18,906 | $77,813-75.7% | $123,544-84.7% | $64,186-70.5% |
| Participation rate | 61.7% | 74.7%-13.0pp | 82.3%-20.6pp | 69.6%-7.9pp |
| Annual return | -5.34% | 12.48%-17.8pp | 119.20%-124.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,208 | $3,014-59.9% | $4,628-73.9% | $2,381-49.3% |
| Participant deferral / active EE | $1,485 | $5,240-71.7% | $6,426-76.9% | $3,470-57.2% |
| Admin fee / account holder | $92 | $5,519-98.3% | $9,284-99.0% | $4,888-98.1% |