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 | $4,618 | $62,603-92.6% | $104,294-95.6% | $66,914-93.1% |
| Participation rate | 40.6% | 59.6%-19.0pp | 73.3%-32.6pp | 69.8%-29.2pp |
| Annual return | 34.53% | -14.70%+49.2pp | 24.61%+9.9pp | 1.58%+32.9pp |
| Employer contribution / active EE | $415 | $1,972-78.9% | $3,372-87.7% | $2,544-83.7% |
| Participant deferral / active EE | $1,463 | $2,853-48.7% | $4,625-68.4% | $4,237-65.5% |
| Admin fee / account holder | $118 | $656-82.0% | $7,339-98.4% | $593-80.1% |