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 | $8,736 | $135,635-93.6% | $110,238-92.1% | $135,375-93.5% |
| Participation rate | 68.4% | 83.5%-15.0pp | 79.8%-11.4pp | 82.6%-14.2pp |
| Annual return | -3.61% | 513.19%-516.8pp | 314.74%-318.3pp | 519.73%-523.3pp |
| Employer contribution / active EE | $26 | $4,906-99.5% | $3,826-99.3% | $4,779-99.4% |
| Participant deferral / active EE | $0 | $5,506-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $95 | $11,457-99.2% | $8,547-98.9% | $10,827-99.1% |