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 | $1,231 | $95,193-98.7% | $76,523-98.4% | $135,375-99.1% |
| Participation rate | 61.5% | 74.4%-12.9pp | 68.0%-6.5pp | 82.6%-21.1pp |
| Annual return | 0.00% | 4.85%-4.8pp | -0.27%+0.3pp | 519.73%-519.7pp |
| Employer contribution / active EE | $82 | $3,302-97.5% | $2,647-96.9% | $4,779-98.3% |
| Participant deferral / active EE | $675 | $4,639-85.5% | $3,835-82.4% | $5,609-88.0% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |