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 | $15,357 | $106,115-85.5% | $85,969-82.1% | $125,391-87.8% |
| Participation rate | 54.5% | 84.1%-29.5pp | 76.5%-22.0pp | 83.2%-28.6pp |
| Annual return | 0.45% | 13.93%-13.5pp | 9.32%-8.9pp | 282.22%-281.8pp |
| Employer contribution / active EE | $545 | $4,537-88.0% | $3,474-84.3% | $4,866-88.8% |
| Participant deferral / active EE | $2,729 | $4,859-43.8% | $3,829-28.7% | $5,352-49.0% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,540-100.0% |