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 3-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.
Employer 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 | $13,106 | $93,571-86.0% | $135,903-90.4% | $75,163-82.6% |
| Participation rate | 37.9% | 75.2%-37.2pp | 81.9%-44.0pp | 67.2%-29.3pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.23%-68.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $504 | $3,537-85.7% | $4,856-89.6% | $2,670-81.1% |
| Participant deferral / active EE | $2,924 | $6,404-54.3% | $7,758-62.3% | $4,125-29.1% |
| Admin fee / account holder | $37 | $6,975-99.5% | $10,762-99.7% | $5,651-99.3% |