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 | $2,647 | $84,233-96.9% | $170,442-98.4% | $70,131-96.2% |
| Participation rate | 28.0% | 70.8%-42.8pp | 83.6%-55.6pp | 69.5%-41.5pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.93%-205.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $209 | $3,387-93.8% | $5,433-96.1% | $2,342-91.1% |
| Participant deferral / active EE | $1,065 | $3,086-65.5% | $4,939-78.4% | $3,332-68.0% |
| Admin fee / account holder | $149 | $5,698-97.4% | $13,880-98.9% | $4,645-96.8% |