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 | $3,639 | $96,305-96.2% | $80,569-95.5% | $139,434-97.4% |
| Participation rate | 45.5% | 73.6%-28.2pp | 67.0%-21.5pp | 80.3%-34.9pp |
| Annual return | 19.53% | 1350.08%-1330.6pp | 935.43%-915.9pp | 372.94%-353.4pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,803 | $5,232-65.5% | $4,447-59.5% | $6,710-73.1% |
| Admin fee / account holder | $262 | $6,599-96.0% | $5,377-95.1% | $11,403-97.7% |