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 6-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 | $6,360 | $66,402-90.4% | $109,895-94.2% | $85,850-92.6% |
| Participation rate | 38.6% | 63.9%-25.3pp | 74.2%-35.6pp | 69.3%-30.7pp |
| Annual return | 49.45% | 19.59%+29.9pp | 29.45%+20.0pp | 318.53%-269.1pp |
| Employer contribution / active EE | $284 | $1,687-83.2% | $2,842-90.0% | $2,565-88.9% |
| Participant deferral / active EE | $1,594 | $2,842-43.9% | $4,048-60.6% | $3,952-59.7% |
| Admin fee / account holder | $18 | $4,557-99.6% | $6,066-99.7% | $6,260-99.7% |