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 | $5,081 | $83,477-93.9% | $125,175-95.9% | $72,985-93.0% |
| Participation rate | 57.7% | 73.3%-15.6pp | 79.8%-22.1pp | 69.5%-11.8pp |
| Annual return | 0.00% | 25.78%-25.8pp | 43.79%-43.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $458 | $2,345-80.5% | $3,865-88.2% | $2,440-81.2% |
| Participant deferral / active EE | $2,731 | $3,585-23.8% | $4,937-44.7% | $3,607-24.3% |
| Admin fee / account holder | $177 | $5,517-96.8% | $9,702-98.2% | $5,124-96.5% |