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 7-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 | $5,798 | $72,492-92.0% | $87,100-93.3% | $72,985-92.1% |
| Participation rate | 31.0% | 72.8%-41.8pp | 76.9%-45.8pp | 69.5%-38.5pp |
| Annual return | 68.10% | 24.46%+43.6pp | 28.19%+39.9pp | 81.00%-12.9pp |
| Employer contribution / active EE | $133 | $1,894-93.0% | $2,521-94.7% | $2,440-94.6% |
| Participant deferral / active EE | $1,541 | $3,270-52.9% | $4,049-61.9% | $3,607-57.3% |
| Admin fee / account holder | $97 | $5,055-98.1% | $7,497-98.7% | $5,124-98.1% |