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 6-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 | $11,419 | $64,707-82.4% | $112,228-89.8% | $68,494-83.3% |
| Participation rate | 54.8% | 67.2%-12.4pp | 75.1%-20.3pp | 67.9%-13.1pp |
| Annual return | -13.89% | -11.40%-2.5pp | 27.45%-41.3pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,087 | $2,746-60.4% | $3,635-70.1% | $2,596-58.1% |
| Participant deferral / active EE | $1,391 | $3,565-61.0% | $4,728-70.6% | $4,027-65.5% |
| Admin fee / account holder | $227 | $5,232-95.7% | $6,410-96.5% | $5,403-95.8% |