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 | $4,186 | $106,890-96.1% | $84,015-95.0% | $152,861-97.3% |
| Participation rate | 45.5% | 75.2%-29.8pp | 69.0%-23.6pp | 82.4%-37.0pp |
| Annual return | 80.36% | 104.99%-24.6pp | 71.31%+9.1pp | 345.32%-265.0pp |
| Employer contribution / active EE | $227 | $2,734-91.7% | $1,983-88.5% | $4,762-95.2% |
| Participant deferral / active EE | $1,300 | $4,011-67.6% | $3,239-59.9% | $5,850-77.8% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |