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 | $31,540 | $171,865-81.6% | $149,718-78.9% | $147,584-78.6% |
| Participation rate | 40.0% | 88.2%-48.2pp | 87.1%-47.1pp | 82.8%-42.8pp |
| Annual return | 9.62% | 2113.22%-2103.6pp | 1501.63%-1492.0pp | 578.55%-568.9pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,400 | $7,271+15.5% | $6,569+27.9% | $5,439+54.4% |
| Admin fee / account holder | $51 | $13,799-99.6% | $11,283-99.5% | $10,885-99.5% |