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 | $12,369 | $211,958-94.2% | $169,463-92.7% | $135,375-90.9% |
| Participation rate | 38.9% | 82.6%-43.7pp | 77.8%-38.9pp | 82.6%-43.8pp |
| Annual return | -7.46% | 3.26%-10.7pp | 1.83%-9.3pp | 519.73%-527.2pp |
| Employer contribution / active EE | $530 | $5,120-89.6% | $4,159-87.3% | $4,779-88.9% |
| Participant deferral / active EE | $861 | $6,075-85.8% | $5,277-83.7% | $5,609-84.7% |
| Admin fee / account holder | $15 | $11,471-99.9% | $9,109-99.8% | $10,827-99.9% |