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 | $8,186 | $42,894-80.9% | $60,874-86.6% | $68,494-88.0% |
| Participation rate | 18.9% | 66.8%-47.9pp | 73.1%-54.2pp | 67.9%-49.0pp |
| Annual return | -15.23% | -13.98%-1.2pp | 16.90%-32.1pp | -7.84%-7.4pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $469 | $2,867-83.7% | $3,817-87.7% | $4,027-88.4% |
| Admin fee / account holder | $79 | $3,101-97.5% | $3,224-97.6% | $5,403-98.5% |