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 | $7,194 | $54,762-86.9% | $90,281-92.0% | $72,985-90.1% |
| Participation rate | 41.8% | 65.1%-23.3pp | 73.3%-31.4pp | 69.5%-27.6pp |
| Annual return | 41.25% | 30.63%+10.6pp | 78.10%-36.8pp | 81.00%-39.8pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,235 | $2,887-57.2% | $3,885-68.2% | $3,607-65.8% |
| Admin fee / account holder | $202 | $3,972-94.9% | $5,351-96.2% | $5,124-96.1% |