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 3-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 | $6,141 | $102,604-94.0% | $86,188-92.9% | $139,434-95.6% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 0.00% | 1922.51%-1922.5pp | 1168.45%-1168.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $363 | $3,032-88.0% | $2,380-84.8% | $4,751-92.4% |
| Participant deferral / active EE | $5,370 | $4,676+14.8% | $3,985+34.7% | $6,710-20.0% |
| Admin fee / account holder | $15 | $8,657-99.8% | $6,852-99.8% | $11,403-99.9% |