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 | $64,839-96.3% | $95,585-97.5% | $84,808-97.1% |
| Participation rate | 66.0% | 63.8%+2.1pp | 72.1%-6.1pp | 68.3%-2.4pp |
| Annual return | 30.22% | -670.96%+701.2pp | 38.56%-8.3pp | 40.90%-10.7pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,152 | $2,965-61.2% | $4,023-71.4% | $4,212-72.7% |
| Admin fee / account holder | $72 | $5,964-98.8% | $6,127-98.8% | $7,344-99.0% |