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 | $2,164 | $99,652-97.8% | $78,778-97.3% | $147,584-98.5% |
| Participation rate | 57.1% | 76.2%-19.1pp | 69.2%-12.0pp | 82.8%-25.7pp |
| Annual return | 32.25% | 47.28%-15.0pp | 35.62%-3.4pp | 578.55%-546.3pp |
| Employer contribution / active EE | $285 | $2,796-89.8% | $1,986-85.7% | $4,876-94.2% |
| Participant deferral / active EE | $880 | $3,664-76.0% | $2,958-70.3% | $5,439-83.8% |
| Admin fee / account holder | $106 | $7,155-98.5% | $5,134-97.9% | $10,885-99.0% |