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 | $3,240 | $62,672-94.8% | $185,117-98.2% | $70,131-95.4% |
| Participation rate | 55.2% | 63.8%-8.6pp | 77.3%-22.1pp | 69.5%-14.4pp |
| Annual return | 0.00% | 40.79%-40.8pp | 40.50%-40.5pp | 73.14%-73.1pp |
| Employer contribution / active EE | $261 | $1,753-85.1% | $4,182-93.8% | $2,342-88.9% |
| Participant deferral / active EE | $1,415 | $3,272-56.7% | $5,045-71.9% | $3,332-57.5% |
| Admin fee / account holder | $8 | $3,932-99.8% | $8,159-99.9% | $4,645-99.8% |