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 6-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 | $7,570 | $42,894-82.4% | $60,874-87.6% | $68,494-88.9% |
| Participation rate | 31.0% | 66.8%-35.8pp | 73.1%-42.1pp | 67.9%-36.9pp |
| Annual return | -10.19% | -13.98%+3.8pp | 16.90%-27.1pp | -7.84%-2.3pp |
| Employer contribution / active EE | $226 | $1,978-88.6% | $2,701-91.6% | $2,596-91.3% |
| Participant deferral / active EE | $1,139 | $2,867-60.3% | $3,817-70.2% | $4,027-71.7% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |