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 | $2,438 | $105,998-97.7% | $92,233-97.4% | $147,584-98.3% |
| Participation rate | 69.2% | 80.4%-11.2pp | 76.5%-7.2pp | 82.8%-13.6pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.28%-176.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $625 | $4,333-85.6% | $3,679-83.0% | $4,876-87.2% |
| Participant deferral / active EE | $1,507 | $4,478-66.3% | $3,897-61.3% | $5,439-72.3% |
| Admin fee / account holder | $14 | $6,332-99.8% | $5,194-99.7% | $10,885-99.9% |