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 | $10,711 | $77,813-86.2% | $123,544-91.3% | $64,186-83.3% |
| Participation rate | 59.5% | 74.7%-15.2pp | 82.3%-22.8pp | 69.6%-10.1pp |
| Annual return | -7.03% | 12.48%-19.5pp | 119.20%-126.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,862 | $5,240-64.5% | $6,426-71.0% | $3,470-46.3% |
| Admin fee / account holder | $210 | $5,519-96.2% | $9,284-97.7% | $4,888-95.7% |