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 | $26,555 | $101,724-73.9% | $164,813-83.9% | $80,856-67.2% |
| Participation rate | 43.3% | 71.8%-28.5pp | 78.6%-35.3pp | 67.6%-24.3pp |
| Annual return | 12.49% | 16.72%-4.2pp | 69.93%-57.4pp | 35.59%-23.1pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,039 | $4,477-54.5% | $6,031-66.2% | $4,296-52.5% |
| Admin fee / account holder | $131 | $8,227-98.4% | $12,690-99.0% | $6,918-98.1% |