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 | $5,002 | $90,600-94.5% | $79,464-93.7% | $135,375-96.3% |
| Participation rate | 42.9% | 76.0%-33.2pp | 73.3%-30.5pp | 82.6%-39.8pp |
| Annual return | -8.50% | 977.43%-985.9pp | 718.14%-726.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,027 | $4,050-74.7% | $3,704-72.3% | $5,609-81.7% |
| Admin fee / account holder | $19 | $5,907-99.7% | $5,113-99.6% | $10,827-99.8% |