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 8-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 | $10,332 | $61,774-83.3% | $97,226-89.4% | $80,856-87.2% |
| Participation rate | 25.0% | 63.5%-38.5pp | 72.7%-47.7pp | 67.6%-42.6pp |
| Annual return | 26.60% | -557.90%+584.5pp | 75.13%-48.5pp | 35.59%-9.0pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,027 | $3,029-66.1% | $4,264-75.9% | $4,296-76.1% |
| Admin fee / account holder | $84 | $5,166-98.4% | $5,654-98.5% | $6,918-98.8% |