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 6-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 | $4,503 | $209,411-97.8% | $178,490-97.5% | $158,922-97.2% |
| Participation rate | 64.3% | 86.3%-22.1pp | 81.9%-17.6pp | 82.0%-17.7pp |
| Annual return | 0.00% | 188.75%-188.8pp | 151.07%-151.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $489 | $5,706-91.4% | $5,011-90.2% | $4,761-89.7% |
| Participant deferral / active EE | $2,561 | $5,954-57.0% | $5,202-50.8% | $5,982-57.2% |
| Admin fee / account holder | $157 | $17,074-99.1% | $13,984-98.9% | $11,246-98.6% |