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 5-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 | $13,389 | $190,805-93.0% | $159,960-91.6% | $134,475-90.0% |
| Participation rate | 52.2% | 81.9%-29.8pp | 78.0%-25.8pp | 81.2%-29.0pp |
| Annual return | -18.23% | 552.23%-570.5pp | 408.60%-426.8pp | 417.96%-436.2pp |
| Employer contribution / active EE | $141 | $4,995-97.2% | $4,226-96.7% | $4,740-97.0% |
| Participant deferral / active EE | $2,969 | $6,923-57.1% | $6,182-52.0% | $6,400-53.6% |
| Admin fee / account holder | $174 | $10,471-98.3% | $8,698-98.0% | $11,426-98.5% |