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 | $6,395 | $149,679-95.7% | $117,039-94.5% | $147,584-95.7% |
| Participation rate | 33.3% | 83.5%-50.2pp | 77.2%-43.9pp | 82.8%-49.5pp |
| Annual return | 0.00% | 19.31%-19.3pp | 18.95%-18.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $457 | $4,937-90.7% | $3,785-87.9% | $4,876-90.6% |
| Participant deferral / active EE | $1,585 | $4,912-67.7% | $3,929-59.7% | $5,439-70.9% |
| Admin fee / account holder | $41 | $7,856-99.5% | $5,974-99.3% | $10,885-99.6% |