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.
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 | $29,438 | $160,055-81.6% | $140,016-79.0% | $135,375-78.3% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | 0.00% | 911.38%-911.4pp | 651.12%-651.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,184 | $6,420-81.6% | $5,606-78.9% | $4,779-75.2% |
| Participant deferral / active EE | $4,867 | $7,642-36.3% | $6,927-29.7% | $5,609-13.2% |
| Admin fee / account holder | $10 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |