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 | $15,995 | $102,317-84.4% | $146,958-89.1% | $80,856-80.2% |
| Participation rate | 67.9% | 75.8%-8.0pp | 82.2%-14.3pp | 67.6%+0.2pp |
| Annual return | 20.48% | 134.76%-114.3pp | 418.34%-397.9pp | 35.59%-15.1pp |
| Employer contribution / active EE | $32 | $3,713-99.1% | $4,933-99.3% | $2,755-98.8% |
| Participant deferral / active EE | $4,494 | $6,644-32.4% | $8,070-44.3% | $4,296+4.6% |
| Admin fee / account holder | $196 | $7,941-97.5% | $12,998-98.5% | $6,918-97.2% |