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 | $15,442 | $67,411-77.1% | $91,001-83.0% | $70,131-78.0% |
| Participation rate | 42.1% | 71.4%-29.3pp | 75.6%-33.5pp | 69.5%-27.4pp |
| Annual return | 12.65% | -40.16%+52.8pp | 4.60%+8.0pp | 73.14%-60.5pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $528 | $2,823-81.3% | $3,547-85.1% | $3,332-84.1% |
| Admin fee / account holder | $264 | $4,236-93.8% | $5,417-95.1% | $4,645-94.3% |