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 10-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 | $5,972 | $76,000-92.1% | $154,107-96.1% | $64,186-90.7% |
| Participation rate | 60.0% | 70.4%-10.4pp | 83.0%-23.0pp | 69.6%-9.6pp |
| Annual return | -6.26% | 30.32%-36.6pp | 735.12%-741.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $313 | $3,351-90.6% | $5,298-94.1% | $2,381-86.8% |
| Participant deferral / active EE | $881 | $3,175-72.2% | $5,081-82.7% | $3,470-74.6% |
| Admin fee / account holder | $144 | $5,596-97.4% | $13,411-98.9% | $4,888-97.0% |