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 5-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 | $14,400 | $87,733-83.6% | $106,548-86.5% | $85,850-83.2% |
| Participation rate | 37.5% | 71.9%-34.4pp | 76.1%-38.6pp | 69.3%-31.8pp |
| Annual return | 0.00% | 21.86%-21.9pp | 26.80%-26.8pp | 318.53%-318.5pp |
| Employer contribution / active EE | $219 | $2,073-89.4% | $2,819-92.2% | $2,565-91.4% |
| Participant deferral / active EE | $1,877 | $3,469-45.9% | $4,398-57.3% | $3,952-52.5% |
| Admin fee / account holder | $98 | $6,767-98.6% | $7,407-98.7% | $6,260-98.4% |