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 10-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 | $9,045 | $46,674-80.6% | $117,472-92.3% | $68,494-86.8% |
| Participation rate | 42.3% | 56.8%-14.5pp | 70.6%-28.3pp | 67.9%-25.6pp |
| Annual return | -14.79% | -14.52%-0.3pp | 29.74%-44.5pp | -7.84%-6.9pp |
| Employer contribution / active EE | $269 | $1,505-82.1% | $4,176-93.5% | $2,596-89.6% |
| Participant deferral / active EE | $1,037 | $2,636-60.7% | $4,070-74.5% | $4,027-74.2% |
| Admin fee / account holder | $275 | $4,020-93.2% | $5,645-95.1% | $5,403-94.9% |