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 | $9,699 | $53,127-81.7% | $86,590-88.8% | $70,131-86.2% |
| Participation rate | 41.4% | 65.3%-23.9pp | 73.5%-32.2pp | 69.5%-28.2pp |
| Annual return | 74.25% | 27.66%+46.6pp | 964.84%-890.6pp | 73.14%+1.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,867 | $2,696-30.8% | $3,609-48.3% | $3,332-44.0% |
| Admin fee / account holder | $56 | $3,585-98.4% | $4,906-98.9% | $4,645-98.8% |