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 8-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 | $1,528 | $87,705-98.3% | $63,517-97.6% | $125,391-98.8% |
| Participation rate | 66.7% | 77.0%-10.4pp | 71.0%-4.4pp | 83.2%-16.5pp |
| Annual return | 0.00% | 21.70%-21.7pp | -70.30%+70.3pp | 282.22%-282.2pp |
| Employer contribution / active EE | $257 | $3,601-92.9% | $2,322-88.9% | $4,866-94.7% |
| Participant deferral / active EE | $774 | $3,939-80.3% | $2,953-73.8% | $5,352-85.5% |
| Admin fee / account holder | $0 | $11,948-100.0% | $5,892-100.0% | $9,540-100.0% |