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 8-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 | $4,338 | $91,190-95.2% | $178,490-97.6% | $79,858-94.6% |
| Participation rate | 32.4% | 69.2%-36.8pp | 81.9%-49.5pp | 69.6%-37.2pp |
| Annual return | 41.19% | 24.19%+17.0pp | 151.07%-109.9pp | 31.71%+9.5pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,322 | $3,236-59.1% | $5,202-74.6% | $3,740-64.7% |
| Admin fee / account holder | $70 | $6,751-99.0% | $13,984-99.5% | $5,306-98.7% |