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 | $7,895 | $142,405-94.5% | $115,157-93.1% | $152,861-94.8% |
| Participation rate | 64.3% | 82.4%-18.1pp | 75.9%-11.6pp | 82.4%-18.2pp |
| Annual return | 23.36% | 41.48%-18.1pp | 35.60%-12.2pp | 345.32%-322.0pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $3,179-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,553 | $5,164-50.6% | $4,168-38.8% | $5,850-56.4% |
| Admin fee / account holder | $67 | $8,462-99.2% | $7,088-99.1% | $11,596-99.4% |