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 4-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 | $5,407 | $53,162-89.8% | $91,220-94.1% | $68,494-92.1% |
| Participation rate | 25.9% | 63.2%-37.3pp | 73.2%-47.3pp | 67.9%-42.0pp |
| Annual return | 0.00% | -3.14%+3.1pp | 114.01%-114.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,481 | $2,974-50.2% | $4,234-65.0% | $4,027-63.2% |
| Admin fee / account holder | $49 | $4,493-98.9% | $5,420-99.1% | $5,403-99.1% |