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 | $2,429 | $92,703-97.4% | $82,719-97.1% | $134,475-98.2% |
| Participation rate | 53.3% | 75.2%-21.9pp | 72.6%-19.2pp | 81.2%-27.9pp |
| Annual return | -17.79% | 944.92%-962.7pp | 701.18%-719.0pp | 417.96%-435.8pp |
| Employer contribution / active EE | $270 | $3,274-91.7% | $3,009-91.0% | $4,740-94.3% |
| Participant deferral / active EE | $995 | $4,802-79.3% | $4,395-77.4% | $6,400-84.5% |
| Admin fee / account holder | $22 | $5,983-99.6% | $5,329-99.6% | $11,426-99.8% |