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 | $8,617 | $55,449-84.5% | $83,848-89.7% | $56,287-84.7% |
| Participation rate | 30.0% | 68.0%-38.0pp | 76.1%-46.1pp | 69.9%-39.9pp |
| Annual return | 0.00% | -1.38%+1.4pp | 850.88%-850.9pp | -9.96%+10.0pp |
| Employer contribution / active EE | $343 | $2,430-85.9% | $3,631-90.5% | $2,111-83.7% |
| Participant deferral / active EE | $2,619 | $2,935-10.8% | $4,082-35.8% | $3,350-21.8% |
| Admin fee / account holder | $2 | $656-99.8% | $5,478-100.0% | $521-99.7% |