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 | $4,011 | $84,233-95.2% | $170,442-97.6% | $70,131-94.3% |
| Participation rate | 22.2% | 70.8%-48.6pp | 83.6%-61.4pp | 69.5%-47.3pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.93%-205.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $97 | $3,387-97.1% | $5,433-98.2% | $2,342-95.8% |
| Participant deferral / active EE | $903 | $3,086-70.8% | $4,939-81.7% | $3,332-72.9% |
| Admin fee / account holder | $2 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |