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 | $13,734 | $100,754-86.4% | $86,677-84.2% | $134,475-89.8% |
| Participation rate | 42.9% | 78.9%-36.1pp | 76.6%-33.7pp | 81.2%-38.4pp |
| Annual return | -12.73% | 29.04%-41.8pp | 35.91%-48.6pp | 417.96%-430.7pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,981 | $5,338-62.9% | $4,656-57.5% | $6,400-69.1% |
| Admin fee / account holder | $214 | $10,926-98.0% | $7,493-97.2% | $11,426-98.1% |