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 | $2,428 | $63,703-96.2% | $93,063-97.4% | $82,448-97.1% |
| Participation rate | 66.0% | 63.8%+2.1pp | 72.1%-6.2pp | 68.1%-2.1pp |
| Annual return | 30.22% | -775.43%+805.7pp | 34.15%-3.9pp | 41.64%-11.4pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,152 | $2,919-60.6% | $3,958-70.9% | $4,139-72.2% |
| Admin fee / account holder | $72 | $5,982-98.8% | $6,033-98.8% | $7,234-99.0% |