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 | $4,454 | $63,355-93.0% | $91,989-95.2% | $72,985-93.9% |
| Participation rate | 46.7% | 72.5%-25.9pp | 78.6%-32.0pp | 69.5%-22.8pp |
| Annual return | 41.30% | 35.35%+6.0pp | 69.02%-27.7pp | 81.00%-39.7pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,208 | $4,883-54.8% | $5,923-62.7% | $3,607-38.8% |
| Admin fee / account holder | $17 | $4,668-99.6% | $7,743-99.8% | $5,124-99.7% |