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 7-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 | $5,406 | $109,817-95.1% | $98,442-94.5% | $167,490-96.8% |
| Participation rate | 68.4% | 75.8%-7.4pp | 73.3%-4.9pp | 82.1%-13.7pp |
| Annual return | 26.74% | 1956.69%-1930.0pp | 1492.73%-1466.0pp | 478.56%-451.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,823 | $4,673-61.0% | $4,276-57.4% | $6,341-71.3% |
| Admin fee / account holder | $84 | $6,753-98.8% | $5,949-98.6% | $12,309-99.3% |