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.
Employer 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 | $10,663 | $59,805-82.2% | $79,550-86.6% | $68,494-84.4% |
| Participation rate | 34.6% | 61.1%-26.4pp | 69.5%-34.9pp | 67.9%-33.3pp |
| Annual return | -9.44% | -12.30%+2.9pp | 0.16%-9.6pp | -7.84%-1.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,318 | $3,024-23.3% | $3,985-41.8% | $4,027-42.4% |
| Admin fee / account holder | $237 | $4,835-95.1% | $6,832-96.5% | $5,403-95.6% |