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 | $9,895 | $85,766-88.5% | $136,294-92.7% | $70,131-85.9% |
| Participation rate | 39.6% | 74.2%-34.5pp | 81.9%-42.3pp | 69.5%-29.9pp |
| Annual return | 40.77% | 31.45%+9.3pp | 5155.94%-5115.2pp | 73.14%-32.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,826 | $5,051-44.1% | $6,247-54.8% | $3,332-15.2% |
| Admin fee / account holder | $16 | $5,420-99.7% | $9,243-99.8% | $4,645-99.6% |