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 | $6,918 | $76,000-90.9% | $154,107-95.5% | $64,186-89.2% |
| Participation rate | 31.9% | 70.4%-38.5pp | 83.0%-51.1pp | 69.6%-37.7pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $196 | $3,351-94.1% | $5,298-96.3% | $2,381-91.8% |
| Participant deferral / active EE | $1,505 | $3,175-52.6% | $5,081-70.4% | $3,470-56.6% |
| Admin fee / account holder | $23 | $5,596-99.6% | $13,411-99.8% | $4,888-99.5% |