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 | $26,876 | $64,909-58.6% | $82,313-67.3% | $62,292-56.9% |
| Participation rate | 49.0% | 74.9%-25.8pp | 76.9%-27.9pp | 69.5%-20.5pp |
| Annual return | 0.00% | 21.18%-21.2pp | 25.88%-25.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $430 | $1,676-74.3% | $2,428-82.3% | $2,042-78.9% |
| Participant deferral / active EE | $2,166 | $3,103-30.2% | $3,706-41.5% | $3,169-31.6% |
| Admin fee / account holder | $62 | $440-85.9% | $5,608-98.9% | $479-87.1% |