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 | $8,505 | $76,000-88.8% | $154,107-94.5% | $64,186-86.7% |
| Participation rate | 61.0% | 70.4%-9.4pp | 83.0%-22.0pp | 69.6%-8.5pp |
| Annual return | -7.09% | 30.32%-37.4pp | 735.12%-742.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $277 | $3,351-91.7% | $5,298-94.8% | $2,381-88.4% |
| Participant deferral / active EE | $1,643 | $3,175-48.2% | $5,081-67.7% | $3,470-52.6% |
| Admin fee / account holder | $247 | $5,596-95.6% | $13,411-98.2% | $4,888-95.0% |