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 | $11,880 | $113,935-89.6% | $94,224-87.4% | $125,391-90.5% |
| Participation rate | 28.6% | 82.9%-54.3pp | 78.8%-50.2pp | 83.2%-54.6pp |
| Annual return | 0.48% | 5.29%-4.8pp | 10.68%-10.2pp | 282.22%-281.7pp |
| Employer contribution / active EE | $469 | $4,727-90.1% | $3,587-86.9% | $4,866-90.4% |
| Participant deferral / active EE | $2,500 | $5,179-51.7% | $4,320-42.1% | $5,352-53.3% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |