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 | $5,180 | $77,813-93.3% | $123,544-95.8% | $64,186-91.9% |
| Participation rate | 65.6% | 74.7%-9.1pp | 82.3%-16.7pp | 69.6%-3.9pp |
| Annual return | 21.95% | 12.48%+9.5pp | 119.20%-97.2pp | 7.63%+14.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,390 | $5,240-35.3% | $6,426-47.2% | $3,470-2.3% |
| Admin fee / account holder | $79 | $5,519-98.6% | $9,284-99.1% | $4,888-98.4% |