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 | $3,423 | $69,207-95.1% | $64,056-94.7% | $139,434-97.5% |
| Participation rate | 69.2% | 75.6%-6.4pp | 72.3%-3.1pp | 80.3%-11.1pp |
| Annual return | 30.03% | 45.88%-15.8pp | 33.69%-3.7pp | 372.94%-342.9pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,658 | $4,682-64.6% | $3,880-57.3% | $6,710-75.3% |
| Admin fee / account holder | $1 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |