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 9-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 | $4,126 | $57,828-92.9% | $117,039-96.5% | $70,131-94.1% |
| Participation rate | 32.1% | 67.1%-35.0pp | 77.2%-45.0pp | 69.5%-37.4pp |
| Annual return | 0.00% | 17.55%-17.6pp | 18.95%-18.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $381 | $1,816-79.0% | $3,785-89.9% | $2,342-83.7% |
| Participant deferral / active EE | $1,042 | $2,438-57.3% | $3,929-73.5% | $3,332-68.7% |
| Admin fee / account holder | $9 | $3,548-99.8% | $5,974-99.9% | $4,645-99.8% |