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 8-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 | $6,115 | $52,279-88.3% | $89,391-93.2% | $79,858-92.3% |
| Participation rate | 44.8% | 57.5%-12.7pp | 68.0%-23.2pp | 69.6%-24.8pp |
| Annual return | 21.19% | 22.16%-1.0pp | 245.62%-224.4pp | 31.71%-10.5pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $868 | $2,740-68.3% | $3,890-77.7% | $3,740-76.8% |
| Admin fee / account holder | $94 | $3,356-97.2% | $4,881-98.1% | $5,306-98.2% |