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 6-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 | $17,454 | $98,750-82.3% | $149,696-88.3% | $79,858-78.1% |
| Participation rate | 39.3% | 75.8%-36.5pp | 82.5%-43.2pp | 69.6%-30.3pp |
| Annual return | 53.24% | 27.43%+25.8pp | 276.60%-223.4pp | 31.71%+21.5pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,302 | $5,680-24.3% | $6,842-37.1% | $3,740+15.0% |
| Admin fee / account holder | $203 | $6,053-96.7% | $9,309-97.8% | $5,306-96.2% |