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 10-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 | $2,311 | $136,307-98.3% | $106,619-97.8% | $273,961-99.2% |
| Participation rate | 62.5% | 84.8%-22.3pp | 78.0%-15.5pp | 83.0%-20.5pp |
| Annual return | 2.19% | 11.05%-8.9pp | 9.42%-7.2pp | 41.45%-39.3pp |
| Employer contribution / active EE | $829 | $5,190-84.0% | $3,947-79.0% | $4,869-83.0% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |