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 4-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 | $8,395 | $124,281-93.2% | $109,143-92.3% | $167,490-95.0% |
| Participation rate | 22.2% | 79.4%-57.2pp | 75.9%-53.7pp | 82.1%-59.9pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $558 | $4,207-86.7% | $3,722-85.0% | $4,837-88.5% |
| Participant deferral / active EE | $2,185 | $5,255-58.4% | $4,653-53.0% | $6,341-65.5% |
| Admin fee / account holder | $49 | $7,970-99.4% | $6,752-99.3% | $12,309-99.6% |