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 9-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 | $8,849 | $165,912-94.7% | $122,332-92.8% | $147,584-94.0% |
| Participation rate | 15.4% | 79.6%-64.2pp | 71.6%-56.2pp | 82.8%-67.4pp |
| Annual return | 16.54% | 34.55%-18.0pp | 30.27%-13.7pp | 578.55%-562.0pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $220 | $4,005-94.5% | $3,287-93.3% | $5,439-96.0% |
| Admin fee / account holder | $162 | $7,424-97.8% | $5,478-97.0% | $10,885-98.5% |