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 | $9,381 | $126,574-92.6% | $106,213-91.2% | $145,922-93.6% |
| Participation rate | 0.0% | 77.6%-77.6pp | 75.3%-75.3pp | 80.3%-80.3pp |
| Annual return | 15.70% | 224.79%-209.1pp | 116.14%-100.4pp | 561.29%-545.6pp |
| Employer contribution / active EE | $666 | $3,730-82.2% | $3,171-79.0% | $4,660-85.7% |
| Participant deferral / active EE | $3,427 | $5,724-40.1% | $5,016-31.7% | $6,688-48.8% |
| Admin fee / account holder | $243 | $17,304-98.6% | $11,033-97.8% | $13,397-98.2% |