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 7-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 | $8,857 | $202,318-95.6% | $172,739-94.9% | $152,861-94.2% |
| Participation rate | 45.5% | 87.1%-41.6pp | 82.6%-37.2pp | 82.4%-37.0pp |
| Annual return | 0.00% | 1029.65%-1029.7pp | 802.84%-802.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,108 | $5,856-81.1% | $5,143-78.5% | $4,762-76.7% |
| Participant deferral / active EE | $2,742 | $5,948-53.9% | $5,198-47.2% | $5,850-53.1% |
| Admin fee / account holder | $2 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |