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 | $2,208 | $106,890-97.9% | $84,015-97.4% | $152,861-98.6% |
| Participation rate | 57.9% | 75.2%-17.3pp | 69.0%-11.1pp | 82.4%-24.6pp |
| Annual return | 0.00% | 104.99%-105.0pp | 71.31%-71.3pp | 345.32%-345.3pp |
| Employer contribution / active EE | $342 | $2,734-87.5% | $1,983-82.8% | $4,762-92.8% |
| Participant deferral / active EE | $1,366 | $4,011-65.9% | $3,239-57.8% | $5,850-76.6% |
| Admin fee / account holder | $75 | $8,285-99.1% | $6,101-98.8% | $11,596-99.4% |