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 10-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 | $18,040 | $85,766-79.0% | $136,294-86.8% | $70,131-74.3% |
| Participation rate | 37.2% | 74.2%-36.9pp | 81.9%-44.7pp | 69.5%-32.3pp |
| Annual return | 708.33% | 31.45%+676.9pp | 5155.94%-4447.6pp | 73.14%+635.2pp |
| Employer contribution / active EE | $159 | $2,966-94.6% | $4,695-96.6% | $2,342-93.2% |
| Participant deferral / active EE | $3,269 | $5,051-35.3% | $6,247-47.7% | $3,332-1.9% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |