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 10-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 | $3,984 | $99,652-96.0% | $78,778-94.9% | $147,584-97.3% |
| Participation rate | 46.7% | 76.2%-29.6pp | 69.2%-22.5pp | 82.8%-36.2pp |
| Annual return | 22.56% | 47.28%-24.7pp | 35.62%-13.1pp | 578.55%-556.0pp |
| Employer contribution / active EE | $69 | $2,796-97.5% | $1,986-96.5% | $4,876-98.6% |
| Participant deferral / active EE | $1,084 | $3,664-70.4% | $2,958-63.4% | $5,439-80.1% |
| Admin fee / account holder | $24 | $7,155-99.7% | $5,134-99.5% | $10,885-99.8% |