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 | $4,232 | $42,894-90.1% | $60,874-93.0% | $68,494-93.8% |
| Participation rate | 36.6% | 66.8%-30.2pp | 73.1%-36.6pp | 67.9%-31.3pp |
| Annual return | 0.00% | -13.98%+14.0pp | 16.90%-16.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $298 | $1,978-84.9% | $2,701-89.0% | $2,596-88.5% |
| Participant deferral / active EE | $963 | $2,867-66.4% | $3,817-74.8% | $4,027-76.1% |
| Admin fee / account holder | $78 | $3,101-97.5% | $3,224-97.6% | $5,403-98.6% |