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 | $967 | $52,380-98.2% | $98,755-99.0% | $85,850-98.9% |
| Participation rate | 56.7% | 58.0%-1.3pp | 65.7%-9.1pp | 69.3%-12.6pp |
| Annual return | 0.00% | 25.82%-25.8pp | 49.91%-49.9pp | 318.53%-318.5pp |
| Employer contribution / active EE | $143 | $1,337-89.3% | $2,067-93.1% | $2,565-94.4% |
| Participant deferral / active EE | $680 | $2,101-67.6% | $3,035-77.6% | $3,952-82.8% |
| Admin fee / account holder | $0 | $3,865-100.0% | $4,076-100.0% | $6,260-100.0% |