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 | $4,329 | $100,852-95.7% | $90,404-95.2% | $158,922-97.3% |
| Participation rate | 56.3% | 75.0%-18.8pp | 72.7%-16.4pp | 82.0%-25.7pp |
| Annual return | 20.58% | 1724.20%-1703.6pp | 1293.02%-1272.4pp | 302.83%-282.3pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,185 | $4,348-72.7% | $3,963-70.1% | $5,982-80.2% |
| Admin fee / account holder | $165 | $6,501-97.5% | $5,611-97.1% | $11,246-98.5% |