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 | $19,572 | $198,466-90.1% | $170,442-88.5% | $147,584-86.7% |
| Participation rate | 28.6% | 88.0%-59.4pp | 83.6%-55.0pp | 82.8%-54.3pp |
| Annual return | 0.00% | 257.29%-257.3pp | 205.93%-205.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $426 | $6,184-93.1% | $5,433-92.2% | $4,876-91.3% |
| Participant deferral / active EE | $5,143 | $5,629-8.6% | $4,939+4.1% | $5,439-5.4% |
| Admin fee / account holder | $3 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |