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 9-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 | $2,090 | $54,541-96.2% | $78,778-97.3% | $70,131-97.0% |
| Participation rate | 48.5% | 60.8%-12.3pp | 69.2%-20.7pp | 69.5%-21.1pp |
| Annual return | 21.42% | 21.07%+0.3pp | 35.62%-14.2pp | 73.14%-51.7pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,005 | $2,210-54.5% | $2,958-66.0% | $3,332-69.8% |
| Admin fee / account holder | $239 | $3,709-93.6% | $5,134-95.3% | $4,645-94.9% |