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 | $6,605 | $163,687-96.0% | $108,745-93.9% | $273,961-97.6% |
| Participation rate | 66.7% | 82.3%-15.7pp | 77.7%-11.0pp | 83.0%-16.3pp |
| Annual return | 0.00% | 31.16%-31.2pp | 46.22%-46.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $0 | $4,711-100.0% | $3,323-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,329 | $7,155-39.5% | $5,121-15.5% | $5,287-18.1% |
| Admin fee / account holder | $29 | $12,890-99.8% | $6,144-99.5% | $10,132-99.7% |