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 | $6,297 | $107,334-94.1% | $92,893-93.2% | $152,861-95.9% |
| Participation rate | 46.2% | 79.8%-33.6pp | 76.0%-29.9pp | 82.4%-36.3pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $685 | $4,221-83.8% | $3,653-81.2% | $4,762-85.6% |
| Participant deferral / active EE | $2,140 | $4,845-55.8% | $4,236-49.5% | $5,850-63.4% |
| Admin fee / account holder | $18 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |