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 7-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 | $2,349 | $116,175-98.0% | $93,606-97.5% | $152,861-98.5% |
| Participation rate | 53.8% | 78.0%-24.2pp | 75.8%-22.0pp | 82.4%-28.6pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $329 | $3,218-89.8% | $2,718-87.9% | $4,762-93.1% |
| Participant deferral / active EE | $1,782 | $4,603-61.3% | $4,069-56.2% | $5,850-69.5% |
| Admin fee / account holder | $22 | $10,748-99.8% | $7,888-99.7% | $11,596-99.8% |