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 | $10,058 | $138,065-92.7% | $123,544-91.9% | $135,375-92.6% |
| Participation rate | 56.3% | 84.7%-28.5pp | 82.3%-26.0pp | 82.6%-26.4pp |
| Annual return | -1.38% | 153.68%-155.1pp | 119.20%-120.6pp | 519.73%-521.1pp |
| Employer contribution / active EE | $1,057 | $5,151-79.5% | $4,628-77.2% | $4,779-77.9% |
| Participant deferral / active EE | $1,831 | $6,799-73.1% | $6,426-71.5% | $5,609-67.4% |
| Admin fee / account holder | $209 | $10,916-98.1% | $9,284-97.7% | $10,827-98.1% |