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 9-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 | $10,149 | $71,883-85.9% | $86,677-88.3% | $68,494-85.2% |
| Participation rate | 54.5% | 72.2%-17.7pp | 76.6%-22.0pp | 67.9%-13.3pp |
| Annual return | -16.34% | 3.52%-19.9pp | 35.91%-52.2pp | -7.84%-8.5pp |
| Employer contribution / active EE | $791 | $2,173-63.6% | $2,836-72.1% | $2,596-69.6% |
| Participant deferral / active EE | $1,128 | $3,779-70.2% | $4,656-75.8% | $4,027-72.0% |
| Admin fee / account holder | $271 | $6,112-95.6% | $7,493-96.4% | $5,403-95.0% |