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 10-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 | $20,402 | $168,632-87.9% | $147,614-86.2% | $125,391-83.7% |
| Participation rate | 10.0% | 88.8%-78.8pp | 84.6%-74.6pp | 83.2%-73.2pp |
| Annual return | 0.00% | 77.65%-77.6pp | 61.98%-62.0pp | 282.22%-282.2pp |
| Employer contribution / active EE | $267 | $6,252-95.7% | $5,564-95.2% | $4,866-94.5% |
| Participant deferral / active EE | $1,800 | $5,507-67.3% | $4,895-63.2% | $5,352-66.4% |
| Admin fee / account holder | $71 | $13,580-99.5% | $11,611-99.4% | $9,540-99.3% |