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 5-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 | $23,822 | $198,466-88.0% | $170,442-86.0% | $147,584-83.9% |
| Participation rate | 14.3% | 88.0%-73.7pp | 83.6%-69.3pp | 82.8%-68.5pp |
| Annual return | 0.00% | 257.29%-257.3pp | 205.93%-205.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $583 | $6,184-90.6% | $5,433-89.3% | $4,876-88.0% |
| Participant deferral / active EE | $2,571 | $5,629-54.3% | $4,939-47.9% | $5,439-52.7% |
| Admin fee / account holder | $211 | $16,852-98.7% | $13,880-98.5% | $10,885-98.1% |