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 | $5,782 | $96,956-94.0% | $70,014-91.7% | $273,961-97.9% |
| Participation rate | 15.8% | 77.1%-61.3pp | 71.8%-56.0pp | 83.0%-67.2pp |
| Annual return | 0.00% | 12.93%-12.9pp | 12.99%-13.0pp | 41.45%-41.5pp |
| Employer contribution / active EE | $158 | $3,316-95.2% | $2,338-93.2% | $4,869-96.8% |
| Participant deferral / active EE | $769 | $3,744-79.5% | $2,931-73.8% | $5,287-85.5% |
| Admin fee / account holder | $182 | $7,934-97.7% | $4,380-95.9% | $10,132-98.2% |