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 10-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 | $13,876 | $52,903-73.8% | $73,307-81.1% | $59,632-76.7% |
| Participation rate | 48.7% | 68.2%-19.5pp | 74.9%-26.2pp | 68.7%-20.0pp |
| Annual return | 0.00% | 12.20%-12.2pp | 5.67%-5.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,241 | $4,069+4.2% | $4,991-15.0% | $3,192+32.9% |
| Admin fee / account holder | $11 | $3,834-99.7% | $5,637-99.8% | $4,297-99.7% |