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 4-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 | $1,967 | $48,265-95.9% | $68,791-97.1% | $68,494-97.1% |
| Participation rate | 48.3% | 60.7%-12.4pp | 69.0%-20.7pp | 67.9%-19.6pp |
| Annual return | 0.00% | -12.71%+12.7pp | -6.38%+6.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $214 | $1,829-88.3% | $2,655-91.9% | $2,596-91.8% |
| Participant deferral / active EE | $912 | $2,867-68.2% | $3,941-76.9% | $4,027-77.4% |
| Admin fee / account holder | $13 | $4,355-99.7% | $4,932-99.7% | $5,403-99.8% |