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 | $5,761 | $142,405-96.0% | $115,157-95.0% | $152,861-96.2% |
| Participation rate | 42.9% | 82.4%-39.5pp | 75.9%-33.0pp | 82.4%-39.6pp |
| Annual return | 51.50% | 41.48%+10.0pp | 35.60%+15.9pp | 345.32%-293.8pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $3,179-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,630 | $5,164-68.4% | $4,168-60.9% | $5,850-72.1% |
| Admin fee / account holder | $15 | $8,462-99.8% | $7,088-99.8% | $11,596-99.9% |