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 3-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 | $5,123 | $68,547-92.5% | $120,354-95.7% | $80,856-93.7% |
| Participation rate | 33.9% | 61.6%-27.7pp | 71.9%-38.0pp | 67.6%-33.7pp |
| Annual return | 70.42% | 23.60%+46.8pp | 107.15%-36.7pp | 35.59%+34.8pp |
| Employer contribution / active EE | $463 | $2,051-77.4% | $3,463-86.6% | $2,755-83.2% |
| Participant deferral / active EE | $1,424 | $3,173-55.1% | $4,991-71.5% | $4,296-66.9% |
| Admin fee / account holder | $47 | $5,732-99.2% | $9,423-99.5% | $6,918-99.3% |