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 9-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 | $2,925 | $58,828-95.0% | $77,999-96.2% | $62,891-95.3% |
| Participation rate | 52.0% | 71.1%-19.0pp | 75.5%-23.5pp | 69.3%-17.3pp |
| Annual return | 0.00% | 17.16%-17.2pp | 425.96%-426.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $177 | $1,672-89.4% | $2,470-92.8% | $2,281-92.2% |
| Participant deferral / active EE | $1,280 | $2,686-52.3% | $3,497-63.4% | $3,203-60.0% |
| Admin fee / account holder | $80 | $4,393-98.2% | $5,480-98.5% | $4,296-98.1% |