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 | $1,231 | $118,919-99.0% | $88,538-98.6% | $152,861-99.2% |
| Participation rate | 50.0% | 73.4%-23.4pp | 68.7%-18.7pp | 82.4%-32.4pp |
| Annual return | 0.00% | 47.92%-47.9pp | 43.64%-43.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,098-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $584 | $3,549-83.6% | $2,914-80.0% | $5,850-90.0% |
| Admin fee / account holder | $3 | $5,876-99.9% | $4,310-99.9% | $11,596-100.0% |