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 | $3,597 | $95,971-96.3% | $74,550-95.2% | $135,375-97.3% |
| Participation rate | 36.4% | 75.7%-39.3pp | 69.1%-32.8pp | 82.6%-46.3pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $125 | $2,716-95.4% | $1,961-93.6% | $4,779-97.4% |
| Participant deferral / active EE | $1,221 | $3,843-68.2% | $3,108-60.7% | $5,609-78.2% |
| Admin fee / account holder | $11 | $6,522-99.8% | $5,060-99.8% | $10,827-99.9% |