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 | $17,899 | $171,865-89.6% | $149,718-88.0% | $147,584-87.9% |
| Participation rate | 61.1% | 88.2%-27.1pp | 87.1%-26.0pp | 82.8%-21.7pp |
| Annual return | 161.79% | 2113.22%-1951.4pp | 1501.63%-1339.8pp | 578.55%-416.8pp |
| Employer contribution / active EE | $1,032 | $6,275-83.6% | $5,445-81.1% | $4,876-78.8% |
| Participant deferral / active EE | $2,558 | $7,271-64.8% | $6,569-61.1% | $5,439-53.0% |
| Admin fee / account holder | $20 | $13,799-99.9% | $11,283-99.8% | $10,885-99.8% |