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 10-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 | $14,740 | $99,079-85.1% | $77,999-81.1% | $273,961-94.6% |
| Participation rate | 31.3% | 78.6%-47.3pp | 75.5%-44.3pp | 83.0%-51.8pp |
| Annual return | 46.69% | 217.93%-171.2pp | 425.96%-379.3pp | 41.45%+5.2pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,737 | $4,306-59.7% | $3,497-50.3% | $5,287-67.1% |
| Admin fee / account holder | $8 | $8,954-99.9% | $5,480-99.8% | $10,132-99.9% |