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 6-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 | $19,864 | $154,117-87.1% | $129,995-84.7% | $139,434-85.8% |
| Participation rate | 27.3% | 82.0%-54.7pp | 78.5%-51.2pp | 80.3%-53.0pp |
| Annual return | 21.00% | 32.48%-11.5pp | -137.18%+158.2pp | 372.94%-351.9pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,958 | $6,710-70.8% | $5,820-66.4% | $6,710-70.8% |
| Admin fee / account holder | $78 | $14,007-99.4% | $10,614-99.3% | $11,403-99.3% |