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 4-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 | $16,317 | $91,538-82.2% | $129,995-87.4% | $75,163-78.3% |
| Participation rate | 14.6% | 71.4%-56.9pp | 78.5%-63.9pp | 67.2%-52.6pp |
| Annual return | 30.55% | -631.11%+661.7pp | -137.18%+167.7pp | 160.62%-130.1pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,885 | $4,341-56.6% | $5,820-67.6% | $4,125-54.3% |
| Admin fee / account holder | $63 | $6,790-99.1% | $10,614-99.4% | $5,651-98.9% |