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 | $16,510 | $484,799-96.6% | $114,230-85.5% | $484,799-96.6% |
| Participation rate | 25.0% | 91.1%-66.1pp | 62.5%-37.5pp | 91.1%-66.1pp |
| Annual return | 107.80% | 5.95%+101.9pp | 15.66%+92.1pp | 5.95%+101.9pp |
| Employer contribution / active EE | $0 | $27,493-100.0% | $8,491-100.0% | $27,493-100.0% |
| Participant deferral / active EE | $17,014 | $6,572+158.9% | $4,121+312.9% | $6,572+158.9% |
| Admin fee / account holder | $0 | $18,209-100.0% | $297-100.0% | $18,209-100.0% |