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 | $3,278 | $58,512-94.4% | $84,015-96.1% | $72,985-95.5% |
| Participation rate | 67.4% | 61.2%+6.2pp | 69.0%-1.6pp | 69.5%-2.1pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.31%-71.3pp | 81.00%-81.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,000 | $2,394-16.5% | $3,239-38.2% | $3,607-44.6% |
| Admin fee / account holder | $182 | $4,569-96.0% | $6,101-97.0% | $5,124-96.5% |