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 | $6,355 | $112,881-94.4% | $90,951-93.0% | $158,922-96.0% |
| Participation rate | 57.1% | 74.7%-17.6pp | 69.0%-11.9pp | 82.0%-24.8pp |
| Annual return | 0.00% | 215.79%-215.8pp | 134.60%-134.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | -$2 | $2,893-100.1% | $2,122-100.1% | $4,761-100.0% |
| Participant deferral / active EE | $3,163 | $4,128-23.4% | $3,373-6.2% | $5,982-47.1% |
| Admin fee / account holder | $19 | $8,041-99.8% | $5,959-99.7% | $11,246-99.8% |