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 10-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 | $13,035 | $150,440-91.3% | $136,294-90.4% | $147,584-91.2% |
| Participation rate | 52.2% | 84.4%-32.2pp | 81.9%-29.7pp | 82.8%-30.7pp |
| Annual return | 31.93% | 1049.08%-1017.1pp | 5155.94%-5124.0pp | 578.55%-546.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,418 | $6,630-18.3% | $6,247-13.3% | $5,439-0.4% |
| Admin fee / account holder | $228 | $10,905-97.9% | $9,243-97.5% | $10,885-97.9% |