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 | $2,451 | $63,346-96.1% | $92,233-97.3% | $70,131-96.5% |
| Participation rate | 62.1% | 68.7%-6.6pp | 76.5%-14.4pp | 69.5%-7.5pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $390 | $2,471-84.2% | $3,679-89.4% | $2,342-83.3% |
| Participant deferral / active EE | $1,140 | $2,854-60.1% | $3,897-70.8% | $3,332-65.8% |
| Admin fee / account holder | $15 | $3,840-99.6% | $5,194-99.7% | $4,645-99.7% |