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 7-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 | $14,129 | $99,985-85.9% | $146,665-90.4% | $85,850-83.5% |
| Participation rate | 26.9% | 73.1%-46.1pp | 80.1%-53.1pp | 69.3%-42.4pp |
| Annual return | 39.21% | 18.93%+20.3pp | 22.74%+16.5pp | 318.53%-279.3pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,864 | $4,006-53.5% | $5,506-66.1% | $3,952-52.8% |
| Admin fee / account holder | $206 | $7,702-97.3% | $10,280-98.0% | $6,260-96.7% |