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 | $9,290 | $81,900-88.7% | $119,609-92.2% | $68,494-86.4% |
| Participation rate | 41.9% | 71.9%-30.0pp | 79.3%-37.3pp | 67.9%-26.0pp |
| Annual return | -15.96% | -23.82%+7.9pp | -14.97%-1.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $712 | $4,148-82.8% | $5,602-87.3% | $4,027-82.3% |
| Admin fee / account holder | $176 | $6,582-97.3% | $10,323-98.3% | $5,403-96.8% |