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 | $11,328 | $168,632-93.3% | $147,614-92.3% | $125,391-91.0% |
| Participation rate | 69.2% | 88.8%-19.5pp | 84.6%-15.4pp | 83.2%-14.0pp |
| Annual return | -1.76% | 77.65%-79.4pp | 61.98%-63.7pp | 282.22%-284.0pp |
| Employer contribution / active EE | -$56 | $6,252-100.9% | $5,564-101.0% | $4,866-101.2% |
| Participant deferral / active EE | $3,827 | $5,507-30.5% | $4,895-21.8% | $5,352-28.5% |
| Admin fee / account holder | $203 | $13,580-98.5% | $11,611-98.2% | $9,540-97.9% |