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 | $5,274 | $90,600-94.2% | $79,464-93.4% | $135,375-96.1% |
| Participation rate | 42.9% | 76.0%-33.2pp | 73.3%-30.5pp | 82.6%-39.8pp |
| Annual return | -8.93% | 977.43%-986.4pp | 718.14%-727.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,143 | $4,050-71.8% | $3,704-69.1% | $5,609-79.6% |
| Admin fee / account holder | $75 | $5,907-98.7% | $5,113-98.5% | $10,827-99.3% |