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 7-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 | $11,433 | $167,307-93.2% | $143,757-92.0% | $134,475-91.5% |
| Participation rate | 68.4% | 84.8%-16.4pp | 80.3%-11.9pp | 81.2%-12.8pp |
| Annual return | -19.16% | 0.46%-19.6pp | -0.04%-19.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $413 | $5,619-92.7% | $4,951-91.7% | $4,740-91.3% |
| Participant deferral / active EE | $2,534 | $6,446-60.7% | $5,637-55.0% | $6,400-60.4% |
| Admin fee / account holder | $269 | $18,088-98.5% | $14,673-98.2% | $11,426-97.6% |