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 | $6,272 | $165,912-96.2% | $122,332-94.9% | $147,584-95.8% |
| Participation rate | 0.0% | 79.6%-79.6pp | 71.6%-71.6pp | 82.8%-82.8pp |
| Annual return | 19.75% | 34.55%-14.8pp | 30.27%-10.5pp | 578.55%-558.8pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $50 | $4,005-98.8% | $3,287-98.5% | $5,439-99.1% |
| Admin fee / account holder | $78 | $7,424-98.9% | $5,478-98.6% | $10,885-99.3% |