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 | $6,707 | $85,202-92.1% | $172,739-96.1% | $72,985-90.8% |
| Participation rate | 27.8% | 70.1%-42.3pp | 82.6%-54.9pp | 69.5%-41.7pp |
| Annual return | 89.37% | 27.32%+62.1pp | 802.84%-713.5pp | 81.00%+8.4pp |
| Employer contribution / active EE | $3 | $3,324-99.9% | $5,143-99.9% | $2,440-99.9% |
| Participant deferral / active EE | $1,452 | $3,260-55.5% | $5,198-72.1% | $3,607-59.7% |
| Admin fee / account holder | $186 | $5,884-96.8% | $13,954-98.7% | $5,124-96.4% |