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 7-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 | $8,573 | $142,405-94.0% | $115,157-92.6% | $152,861-94.4% |
| Participation rate | 31.3% | 82.4%-51.1pp | 75.9%-44.7pp | 82.4%-51.2pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $579 | $4,010-85.6% | $3,179-81.8% | $4,762-87.8% |
| Participant deferral / active EE | $1,961 | $5,164-62.0% | $4,168-52.9% | $5,850-66.5% |
| Admin fee / account holder | $184 | $8,462-97.8% | $7,088-97.4% | $11,596-98.4% |