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 | $15,431 | $131,829-88.3% | $108,579-85.8% | $273,961-94.4% |
| Participation rate | 61.5% | 83.5%-21.9pp | 79.6%-18.0pp | 83.0%-21.5pp |
| Annual return | 4.93% | -91.57%+96.5pp | -51.70%+56.6pp | 41.45%-36.5pp |
| Employer contribution / active EE | $1,011 | $4,912-79.4% | $3,758-73.1% | $4,869-79.2% |
| Participant deferral / active EE | $1,348 | $5,127-73.7% | $4,311-68.7% | $5,287-74.5% |
| Admin fee / account holder | $198 | $10,252-98.1% | $7,645-97.4% | $10,132-98.0% |