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 | $13,713 | $149,734-90.8% | $118,925-88.5% | $158,922-91.4% |
| Participation rate | 50.0% | 82.1%-32.1pp | 75.4%-25.4pp | 82.0%-32.0pp |
| Annual return | 57.27% | 19.95%+37.3pp | 35.88%+21.4pp | 302.83%-245.6pp |
| Employer contribution / active EE | $735 | $4,115-82.1% | $3,263-77.5% | $4,761-84.6% |
| Participant deferral / active EE | $4,087 | $5,223-21.8% | $4,265-4.2% | $5,982-31.7% |
| Admin fee / account holder | $4 | $8,603-100.0% | $6,581-99.9% | $11,246-100.0% |