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 | $16,645 | $155,788-89.3% | $124,672-86.6% | $167,490-90.1% |
| Participation rate | 45.5% | 81.1%-35.6pp | 74.6%-29.2pp | 82.1%-36.7pp |
| Annual return | 16.41% | 17.97%-1.6pp | 5142.93%-5126.5pp | 478.56%-462.2pp |
| Employer contribution / active EE | $625 | $4,163-85.0% | $3,324-81.2% | $4,837-87.1% |
| Participant deferral / active EE | $1,657 | $5,673-70.8% | $4,614-64.1% | $6,341-73.9% |
| Admin fee / account holder | $190 | $9,531-98.0% | $7,493-97.5% | $12,309-98.5% |