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 5-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 | $2,258 | $66,402-96.6% | $109,895-97.9% | $85,850-97.4% |
| Participation rate | 55.6% | 63.9%-8.3pp | 74.2%-18.7pp | 69.3%-13.8pp |
| Annual return | 0.00% | 19.59%-19.6pp | 29.45%-29.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $164 | $1,687-90.3% | $2,842-94.2% | $2,565-93.6% |
| Participant deferral / active EE | $1,138 | $2,842-60.0% | $4,048-71.9% | $3,952-71.2% |
| Admin fee / account holder | $1 | $4,557-100.0% | $6,066-100.0% | $6,260-100.0% |