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 7-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 | $1,973 | $45,073-95.6% | $69,455-97.2% | $72,985-97.3% |
| Participation rate | 63.0% | 68.5%-5.5pp | 74.6%-11.6pp | 69.5%-6.5pp |
| Annual return | 0.00% | 22.65%-22.6pp | 28.97%-29.0pp | 81.00%-81.0pp |
| Employer contribution / active EE | $11 | $2,054-99.5% | $2,779-99.6% | $2,440-99.6% |
| Participant deferral / active EE | $1,160 | $2,602-55.4% | $3,535-67.2% | $3,607-67.8% |
| Admin fee / account holder | $55 | $3,056-98.2% | $3,839-98.6% | $5,124-98.9% |