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 | $10,930 | $57,354-80.9% | $83,848-87.0% | $64,186-83.0% |
| Participation rate | 23.3% | 68.6%-45.4pp | 76.1%-52.9pp | 69.6%-46.3pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $418 | $2,545-83.6% | $3,631-88.5% | $2,381-82.4% |
| Participant deferral / active EE | $1,316 | $2,993-56.0% | $4,082-67.8% | $3,470-62.1% |
| Admin fee / account holder | $37 | $4,046-99.1% | $5,478-99.3% | $4,888-99.2% |