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 | $9,181 | $51,576-82.2% | $129,207-92.9% | $80,856-88.6% |
| Participation rate | 42.9% | 57.0%-14.1pp | 69.6%-26.8pp | 67.6%-24.8pp |
| Annual return | 13.80% | 20.81%-7.0pp | 9417.33%-9403.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $203 | $1,584-87.2% | $4,153-95.1% | $2,755-92.6% |
| Participant deferral / active EE | $1,985 | $2,669-25.6% | $4,168-52.4% | $4,296-53.8% |
| Admin fee / account holder | $172 | $4,305-96.0% | $7,715-97.8% | $6,918-97.5% |