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 | $9,048 | $232,540-96.1% | $185,117-95.1% | $147,584-93.9% |
| Participation rate | 31.3% | 82.4%-51.1pp | 77.3%-46.0pp | 82.8%-51.6pp |
| Annual return | 43507.58% | 43.03%+43464.5pp | 40.50%+43467.1pp | 578.55%+42929.0pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,029 | $5,834-82.4% | $5,045-79.6% | $5,439-81.1% |
| Admin fee / account holder | $14 | $10,275-99.9% | $8,159-99.8% | $10,885-99.9% |