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 9-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 | $9,905 | $47,848-79.3% | $81,478-87.8% | $70,131-85.9% |
| Participation rate | 17.0% | 58.3%-41.3pp | 68.0%-51.0pp | 69.5%-52.6pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,893 | $2,453-22.8% | $3,537-46.5% | $3,332-43.2% |
| Admin fee / account holder | $94 | $3,145-97.0% | $4,561-97.9% | $4,645-98.0% |