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 3-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 | $2,245 | $57,016-96.1% | $84,966-97.4% | $80,856-97.2% |
| Participation rate | 61.1% | 56.3%+4.8pp | 67.5%-6.4pp | 67.6%-6.5pp |
| Annual return | 0.00% | 21.66%-21.7pp | 66.38%-66.4pp | 35.59%-35.6pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,339 | $3,110-57.0% | $4,519-70.4% | $4,296-68.8% |
| Admin fee / account holder | $37 | $4,980-99.3% | $6,149-99.4% | $6,918-99.5% |