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 9-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 | $7,752 | $133,958-94.2% | $112,228-93.1% | $134,475-94.2% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -10.62% | 47.11%-57.7pp | 27.45%-38.1pp | 417.96%-428.6pp |
| Employer contribution / active EE | $512 | $4,038-87.3% | $3,635-85.9% | $4,740-89.2% |
| Participant deferral / active EE | $1,998 | $5,291-62.2% | $4,728-57.7% | $6,400-68.8% |
| Admin fee / account holder | $46 | $7,489-99.4% | $6,410-99.3% | $11,426-99.6% |