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 6-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 | $2,167 | $176,377-98.8% | $134,143-98.4% | $158,922-98.6% |
| Participation rate | 50.0% | 78.7%-28.7pp | 72.2%-22.2pp | 82.0%-32.0pp |
| Annual return | 34.39% | 63.63%-29.2pp | 36.33%-1.9pp | 302.83%-268.4pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $585 | $4,091-85.7% | $3,499-83.3% | $5,982-90.2% |
| Admin fee / account holder | $64 | $8,718-99.3% | $6,684-99.1% | $11,246-99.4% |