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 | $10,947 | $63,861-82.9% | $104,607-89.5% | $79,858-86.3% |
| Participation rate | 22.2% | 64.9%-42.7pp | 74.1%-51.9pp | 69.6%-47.4pp |
| Annual return | 36.33% | 21.30%+15.0pp | 340.46%-304.1pp | 31.71%+4.6pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,090 | $2,693-59.5% | $3,740-70.8% | $3,740-70.8% |
| Admin fee / account holder | $42 | $4,185-99.0% | $6,473-99.4% | $5,306-99.2% |