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 8-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 | $9,900 | $63,346-84.4% | $92,233-89.3% | $70,131-85.9% |
| Participation rate | 50.7% | 68.7%-18.0pp | 76.5%-25.8pp | 69.5%-18.9pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $381 | $2,471-84.6% | $3,679-89.6% | $2,342-83.7% |
| Participant deferral / active EE | $3,866 | $2,854+35.5% | $3,897-0.8% | $3,332+16.0% |
| Admin fee / account holder | $131 | $3,840-96.6% | $5,194-97.5% | $4,645-97.2% |