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 | $3,270 | $32,117-89.8% | $71,086-95.4% | $64,186-94.9% |
| Participation rate | 28.0% | 42.7%-14.6pp | 54.7%-26.6pp | 69.6%-41.5pp |
| Annual return | 21.33% | -5.57%+26.9pp | 650.59%-629.3pp | 7.63%+13.7pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $356 | $1,263-71.8% | $1,874-81.0% | $3,470-89.7% |
| Admin fee / account holder | $209 | $2,759-92.4% | $3,082-93.2% | $4,888-95.7% |