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 10-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 | $13,617 | $160,055-91.5% | $140,016-90.3% | $135,375-89.9% |
| Participation rate | 63.6% | 88.5%-24.9pp | 87.5%-23.9pp | 82.6%-19.0pp |
| Annual return | 0.42% | 911.38%-911.0pp | 651.12%-650.7pp | 519.73%-519.3pp |
| Employer contribution / active EE | $1,060 | $6,420-83.5% | $5,606-81.1% | $4,779-77.8% |
| Participant deferral / active EE | $0 | $7,642-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $66 | $13,328-99.5% | $10,705-99.4% | $10,827-99.4% |