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 | $14,644 | $71,883-79.6% | $86,677-83.1% | $68,494-78.6% |
| Participation rate | 53.3% | 72.2%-18.9pp | 76.6%-23.2pp | 67.9%-14.6pp |
| Annual return | -13.63% | 3.52%-17.2pp | 35.91%-49.5pp | -7.84%-5.8pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,388 | $3,779-63.3% | $4,656-70.2% | $4,027-65.5% |
| Admin fee / account holder | $177 | $6,112-97.1% | $7,493-97.6% | $5,403-96.7% |