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 | $14,416 | $118,680-87.9% | $98,907-85.4% | $158,922-90.9% |
| Participation rate | 38.9% | 77.8%-38.9pp | 76.0%-37.1pp | 82.0%-43.1pp |
| Annual return | 17.82% | 372.35%-354.5pp | 196.43%-178.6pp | 302.83%-285.0pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,395 | $5,088-72.6% | $4,244-67.1% | $5,982-76.7% |
| Admin fee / account holder | $97 | $10,131-99.0% | $6,642-98.5% | $11,246-99.1% |