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 | $15,429 | $127,386-87.9% | $115,037-86.6% | $125,391-87.7% |
| Participation rate | 42.9% | 84.2%-41.3pp | 81.4%-38.5pp | 83.2%-40.3pp |
| Annual return | -0.16% | 31.28%-31.4pp | 26.14%-26.3pp | 282.22%-282.4pp |
| Employer contribution / active EE | $526 | $5,166-89.8% | $4,608-88.6% | $4,866-89.2% |
| Participant deferral / active EE | $2,009 | $6,423-68.7% | $6,026-66.7% | $5,352-62.5% |
| Admin fee / account holder | $39 | $9,516-99.6% | $8,175-99.5% | $9,540-99.6% |