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 | $12,612 | $97,044-87.0% | $83,333-84.9% | $135,375-90.7% |
| Participation rate | 45.5% | 80.4%-35.0pp | 77.8%-32.3pp | 82.6%-37.2pp |
| Annual return | -4.73% | 12.31%-17.0pp | 10.63%-15.4pp | 519.73%-524.5pp |
| Employer contribution / active EE | $436 | $4,143-89.5% | $3,379-87.1% | $4,779-90.9% |
| Participant deferral / active EE | $436 | $5,964-92.7% | $5,565-92.2% | $5,609-92.2% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |