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 | $14,139 | $73,004-80.6% | $90,749-84.4% | $68,494-79.4% |
| Participation rate | 66.7% | 70.8%-4.2pp | 75.7%-9.0pp | 67.9%-1.2pp |
| Annual return | -17.66% | -13.81%-3.9pp | -12.16%-5.5pp | -7.84%-9.8pp |
| Employer contribution / active EE | $556 | $2,193-74.6% | $2,921-81.0% | $2,596-78.6% |
| Participant deferral / active EE | $876 | $3,627-75.8% | $4,564-80.8% | $4,027-78.2% |
| Admin fee / account holder | $141 | $5,896-97.6% | $8,445-98.3% | $5,403-97.4% |