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 | $1,776 | $27,641-93.6% | $61,373-97.1% | $68,494-97.4% |
| Participation rate | 63.9% | 39.5%+24.4pp | 52.6%+11.3pp | 67.9%-4.0pp |
| Annual return | -20.82% | -13.24%-7.6pp | 338.61%-359.4pp | -7.84%-13.0pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $569 | $1,263-55.0% | $2,125-73.2% | $4,027-85.9% |
| Admin fee / account holder | $105 | $2,010-94.8% | $2,130-95.1% | $5,403-98.1% |