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 | $5,906 | $91,552-93.5% | $133,956-95.6% | $79,858-92.6% |
| Participation rate | 36.1% | 73.3%-37.3pp | 79.8%-43.8pp | 69.6%-33.6pp |
| Annual return | 13.99% | 61.85%-47.9pp | 45.09%-31.1pp | 31.71%-17.7pp |
| Employer contribution / active EE | $497 | $2,384-79.1% | $3,919-87.3% | $2,471-79.9% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $53 | $6,321-99.2% | $8,927-99.4% | $5,306-99.0% |