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 | $16,141 | $52,681-69.4% | $75,781-78.7% | $59,632-72.9% |
| Participation rate | 22.2% | 67.2%-45.0pp | 75.8%-53.6pp | 68.7%-46.4pp |
| Annual return | -0.38% | 2.95%-3.3pp | 9.68%-10.1pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $663 | $2,193-69.8% | $3,323-80.0% | $2,203-69.9% |
| Participant deferral / active EE | $804 | $2,591-69.0% | $3,651-78.0% | $3,192-74.8% |
| Admin fee / account holder | $120 | $3,610-96.7% | $5,299-97.7% | $4,297-97.2% |