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 | $6,807 | $97,757-93.0% | $83,848-91.9% | $135,375-95.0% |
| Participation rate | 68.8% | 80.0%-11.2pp | 76.1%-7.4pp | 82.6%-13.9pp |
| Annual return | -3.69% | 1287.37%-1291.1pp | 850.88%-854.6pp | 519.73%-523.4pp |
| Employer contribution / active EE | $599 | $4,222-85.8% | $3,631-83.5% | $4,779-87.5% |
| Participant deferral / active EE | $2,050 | $4,682-56.2% | $4,082-49.8% | $5,609-63.4% |
| Admin fee / account holder | $42 | $6,674-99.4% | $5,478-99.2% | $10,827-99.6% |