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.
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 | $11,178 | $65,685-83.0% | $57,179-80.5% | $273,961-95.9% |
| Participation rate | 15.0% | 78.3%-63.3pp | 75.3%-60.3pp | 83.0%-68.0pp |
| Annual return | 0.00% | 21.99%-22.0pp | 14.59%-14.6pp | 41.45%-41.5pp |
| Employer contribution / active EE | $53 | $3,279-98.4% | $2,682-98.0% | $4,869-98.9% |
| Participant deferral / active EE | $1,643 | $3,782-56.6% | $3,096-46.9% | $5,287-68.9% |
| Admin fee / account holder | $10 | $4,835-99.8% | $3,139-99.7% | $10,132-99.9% |