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 6-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 | $3,831 | $76,367-95.0% | $93,606-95.9% | $72,985-94.8% |
| Participation rate | 64.3% | 71.7%-7.5pp | 75.8%-11.5pp | 69.5%-5.2pp |
| Annual return | 0.00% | 25.82%-25.8pp | 32.76%-32.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $277 | $2,275-87.8% | $2,718-89.8% | $2,440-88.6% |
| Participant deferral / active EE | $2,231 | $3,538-37.0% | $4,069-45.2% | $3,607-38.2% |
| Admin fee / account holder | $6 | $6,838-99.9% | $7,888-99.9% | $5,124-99.9% |