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 | $4,325 | $60,124-92.8% | $90,404-95.2% | $79,858-94.6% |
| Participation rate | 43.3% | 65.0%-21.6pp | 72.7%-29.3pp | 69.6%-26.3pp |
| Annual return | 28.15% | 71.94%-43.8pp | 1293.02%-1264.9pp | 31.71%-3.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $983 | $2,938-66.6% | $3,963-75.2% | $3,740-73.7% |
| Admin fee / account holder | $159 | $3,976-96.0% | $5,611-97.2% | $5,306-97.0% |