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 10-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 | $1,762 | $69,518-97.5% | $59,878-97.1% | $135,375-98.7% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.7%-14.7pp | 82.6%-22.6pp |
| Annual return | -5.64% | 7.94%-13.6pp | 3.46%-9.1pp | 519.73%-525.4pp |
| Employer contribution / active EE | $160 | $3,235-95.1% | $2,722-94.1% | $4,779-96.7% |
| Participant deferral / active EE | $830 | $4,206-80.3% | $3,402-75.6% | $5,609-85.2% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |