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 | $13,609 | $91,037-85.1% | $71,671-81.0% | $147,584-90.8% |
| Participation rate | 50.0% | 76.1%-26.1pp | 68.7%-18.7pp | 82.8%-32.8pp |
| Annual return | 40.54% | 20.48%+20.1pp | 20.65%+19.9pp | 578.55%-538.0pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,938 | $4,498-12.5% | $3,438+14.5% | $5,439-27.6% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |