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 | $4,146 | $35,183-88.2% | $73,545-94.4% | $70,131-94.1% |
| Participation rate | 16.1% | 42.9%-26.8pp | 54.9%-38.8pp | 69.5%-53.4pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.14%-73.1pp |
| Employer contribution / active EE | $65 | $709-90.9% | $1,219-94.7% | $2,342-97.2% |
| Participant deferral / active EE | $593 | $1,220-51.4% | $1,806-67.2% | $3,332-82.2% |
| Admin fee / account holder | $3 | $2,302-99.9% | $2,320-99.9% | $4,645-99.9% |