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 | $6,270 | $102,616-93.9% | $81,983-92.4% | $158,922-96.1% |
| Participation rate | 44.4% | 75.5%-31.1pp | 69.2%-24.8pp | 82.0%-37.5pp |
| Annual return | 28.00% | 61.04%-33.0pp | 41.31%-13.3pp | 302.83%-274.8pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,297 | $4,648-72.1% | $3,722-65.2% | $5,982-78.3% |
| Admin fee / account holder | $25 | $8,235-99.7% | $5,664-99.6% | $11,246-99.8% |