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 | $30,366 | $209,411-85.5% | $178,490-83.0% | $158,922-80.9% |
| Participation rate | 22.2% | 86.3%-64.1pp | 81.9%-59.7pp | 82.0%-59.7pp |
| Annual return | 20.97% | 188.75%-167.8pp | 151.07%-130.1pp | 302.83%-281.9pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,301 | $5,954-61.4% | $5,202-55.8% | $5,982-61.5% |
| Admin fee / account holder | $96 | $17,074-99.4% | $13,984-99.3% | $11,246-99.1% |