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 | $10,439 | $98,750-89.4% | $149,696-93.0% | $79,858-86.9% |
| Participation rate | 56.8% | 75.8%-19.0pp | 82.5%-25.7pp | 69.6%-12.8pp |
| Annual return | 66.14% | 27.43%+38.7pp | 276.60%-210.5pp | 31.71%+34.4pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,663 | $5,680-17.9% | $6,842-31.8% | $3,740+24.7% |
| Admin fee / account holder | $181 | $6,053-97.0% | $9,309-98.1% | $5,306-96.6% |