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 8-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 | $3,223 | $53,596-94.0% | $90,645-96.4% | $64,186-95.0% |
| Participation rate | 57.7% | 64.5%-6.8pp | 74.0%-16.3pp | 69.6%-11.9pp |
| Annual return | 0.00% | 4.41%-4.4pp | 1.88%-1.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $192 | $1,503-87.2% | $2,532-92.4% | $2,381-92.0% |
| Participant deferral / active EE | $1,720 | $2,459-30.0% | $3,425-49.8% | $3,470-50.4% |
| Admin fee / account holder | $3 | $3,868-99.9% | $4,994-99.9% | $4,888-99.9% |