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 5-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 | $5,845 | $56,114-89.6% | $96,139-93.9% | $85,850-93.2% |
| Participation rate | 27.5% | 56.7%-29.2pp | 68.4%-40.9pp | 69.3%-41.8pp |
| Annual return | 0.00% | 42.30%-42.3pp | 191.94%-191.9pp | 318.53%-318.5pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,570 | $2,859-45.1% | $4,349-63.9% | $3,952-60.3% |
| Admin fee / account holder | $7 | $3,768-99.8% | $5,537-99.9% | $6,260-99.9% |