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 | $3,104 | $107,791-97.1% | $90,645-96.6% | $135,375-97.7% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.0%-24.0pp | 82.6%-32.6pp |
| Annual return | -6.11% | -0.90%-5.2pp | 1.88%-8.0pp | 519.73%-525.8pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $456 | $3,872-88.2% | $3,425-86.7% | $5,609-91.9% |
| Admin fee / account holder | $21 | $5,930-99.6% | $4,994-99.6% | $10,827-99.8% |