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 | $4,853 | $57,354-91.5% | $83,848-94.2% | $64,186-92.4% |
| Participation rate | 36.8% | 68.6%-31.8pp | 76.1%-39.3pp | 69.6%-32.7pp |
| Annual return | -5.26% | 11.38%-16.6pp | 850.88%-856.1pp | 7.63%-12.9pp |
| Employer contribution / active EE | $173 | $2,545-93.2% | $3,631-95.2% | $2,381-92.7% |
| Participant deferral / active EE | $1,730 | $2,993-42.2% | $4,082-57.6% | $3,470-50.1% |
| Admin fee / account holder | $90 | $4,046-97.8% | $5,478-98.4% | $4,888-98.2% |