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 | $8,756 | $58,828-85.1% | $77,999-88.8% | $62,891-86.1% |
| Participation rate | 37.9% | 71.1%-33.1pp | 75.5%-37.6pp | 69.3%-31.4pp |
| Annual return | 0.00% | 17.16%-17.2pp | 425.96%-426.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $250 | $1,672-85.1% | $2,470-89.9% | $2,281-89.0% |
| Participant deferral / active EE | $3,030 | $2,686+12.8% | $3,497-13.4% | $3,203-5.4% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,480-100.0% | $4,296-100.0% |