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 | $2,676 | $32,117-91.7% | $71,086-96.2% | $64,186-95.8% |
| Participation rate | 67.2% | 42.7%+24.5pp | 54.7%+12.6pp | 69.6%-2.3pp |
| Annual return | 25.30% | -5.57%+30.9pp | 650.59%-625.3pp | 7.63%+17.7pp |
| Employer contribution / active EE | $9 | $712-98.7% | $1,088-99.2% | $2,381-99.6% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $1,874-100.0% | $3,470-100.0% |
| Admin fee / account holder | $10 | $2,759-99.6% | $3,082-99.7% | $4,888-99.8% |