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 | $11,016 | $202,318-94.6% | $172,739-93.6% | $152,861-92.8% |
| Participation rate | 46.7% | 87.1%-40.4pp | 82.6%-36.0pp | 82.4%-35.8pp |
| Annual return | 43.20% | 1029.65%-986.4pp | 802.84%-759.6pp | 345.32%-302.1pp |
| Employer contribution / active EE | $438 | $5,856-92.5% | $5,143-91.5% | $4,762-90.8% |
| Participant deferral / active EE | $2,226 | $5,948-62.6% | $5,198-57.2% | $5,850-61.9% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |