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 3-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 | $908 | $22,587-96.0% | $65,255-98.6% | $75,163-98.8% |
| Participation rate | 64.0% | 63.1%+0.9pp | 65.0%-1.0pp | 67.2%-3.2pp |
| Annual return | 0.00% | 71.03%-71.0pp | 47.35%-47.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $286 | $941-69.6% | $1,691-83.1% | $2,670-89.3% |
| Participant deferral / active EE | $1,207 | $1,695-28.8% | $2,831-57.4% | $4,125-70.7% |
| Admin fee / account holder | $104 | $1,876-94.4% | $4,112-97.5% | $5,651-98.2% |