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 | $3,522 | $112,881-96.9% | $90,951-96.1% | $158,922-97.8% |
| Participation rate | 53.3% | 74.7%-21.4pp | 69.0%-15.7pp | 82.0%-28.6pp |
| Annual return | 41.05% | 215.79%-174.7pp | 134.60%-93.6pp | 302.83%-261.8pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,438 | $4,128-65.2% | $3,373-57.4% | $5,982-76.0% |
| Admin fee / account holder | $50 | $8,041-99.4% | $5,959-99.2% | $11,246-99.6% |