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 | $20,465 | $135,952-84.9% | $123,892-83.5% | $273,961-92.5% |
| Participation rate | 12.5% | 84.1%-71.6pp | 81.4%-68.9pp | 83.0%-70.5pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $300 | $5,170-94.2% | $4,617-93.5% | $4,869-93.8% |
| Participant deferral / active EE | $2,250 | $6,343-64.5% | $5,984-62.4% | $5,287-57.4% |
| Admin fee / account holder | $31 | $9,817-99.7% | $8,357-99.6% | $10,132-99.7% |