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 9-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 | $3,637 | $67,606-94.6% | $82,313-95.6% | $70,131-94.8% |
| Participation rate | 69.0% | 72.8%-3.8pp | 76.9%-7.9pp | 69.5%-0.6pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $337 | $1,755-80.8% | $2,428-86.1% | $2,342-85.6% |
| Participant deferral / active EE | $2,218 | $2,987-25.7% | $3,706-40.1% | $3,332-33.4% |
| Admin fee / account holder | $50 | $4,512-98.9% | $5,608-99.1% | $4,645-98.9% |