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 9-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 | $14,512 | $202,318-92.8% | $172,739-91.6% | $152,861-90.5% |
| Participation rate | 68.2% | 87.1%-18.9pp | 82.6%-14.5pp | 82.4%-14.3pp |
| Annual return | 21.63% | 1029.65%-1008.0pp | 802.84%-781.2pp | 345.32%-323.7pp |
| Employer contribution / active EE | $830 | $5,856-85.8% | $5,143-83.9% | $4,762-82.6% |
| Participant deferral / active EE | $2,339 | $5,948-60.7% | $5,198-55.0% | $5,850-60.0% |
| Admin fee / account holder | $63 | $17,109-99.6% | $13,954-99.5% | $11,596-99.5% |