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 8-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 | $11,149 | $56,357-80.2% | $104,294-89.3% | $68,494-83.7% |
| Participation rate | 38.2% | 63.3%-25.1pp | 73.3%-35.1pp | 67.9%-29.7pp |
| Annual return | -11.16% | -9.19%-2.0pp | 24.61%-35.8pp | -7.84%-3.3pp |
| Employer contribution / active EE | $1,092 | $1,960-44.3% | $3,372-67.6% | $2,596-57.9% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,625-100.0% | $4,027-100.0% |
| Admin fee / account holder | $124 | $4,903-97.5% | $7,339-98.3% | $5,403-97.7% |