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 | $16,036 | $95,971-83.3% | $74,550-78.5% | $135,375-88.2% |
| Participation rate | 68.2% | 75.7%-7.5pp | 69.1%-1.0pp | 82.6%-14.5pp |
| Annual return | 10.42% | 56.96%-46.5pp | 32.53%-22.1pp | 519.73%-509.3pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,122 | $3,843-70.8% | $3,108-63.9% | $5,609-80.0% |
| Admin fee / account holder | $212 | $6,522-96.7% | $5,060-95.8% | $10,827-98.0% |