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 7-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 | $9,654 | $58,694-83.6% | $142,863-93.2% | $85,850-88.8% |
| Participation rate | 44.8% | 58.5%-13.7pp | 71.9%-27.1pp | 69.3%-24.5pp |
| Annual return | 17.67% | 27.72%-10.1pp | 5637.54%-5619.9pp | 318.53%-300.9pp |
| Employer contribution / active EE | $204 | $1,423-85.6% | $4,144-95.1% | $2,565-92.0% |
| Participant deferral / active EE | $994 | $2,607-61.9% | $3,837-74.1% | $3,952-74.8% |
| Admin fee / account holder | $30 | $4,239-99.3% | $6,560-99.5% | $6,260-99.5% |