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 | $11,065 | $77,813-85.8% | $123,544-91.0% | $64,186-82.8% |
| Participation rate | 69.2% | 74.7%-5.5pp | 82.3%-13.1pp | 69.6%-0.3pp |
| Annual return | -6.73% | 12.48%-19.2pp | 119.20%-125.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $721 | $3,014-76.1% | $4,628-84.4% | $2,381-69.7% |
| Participant deferral / active EE | $1,757 | $5,240-66.5% | $6,426-72.7% | $3,470-49.4% |
| Admin fee / account holder | $291 | $5,519-94.7% | $9,284-96.9% | $4,888-94.0% |