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 | $12,127 | $52,836-77.0% | $105,738-88.5% | $64,186-81.1% |
| Participation rate | 59.6% | 66.5%-6.9pp | 76.3%-16.7pp | 69.6%-10.0pp |
| Annual return | 200.95% | 14.30%+186.7pp | 6.27%+194.7pp | 7.63%+193.3pp |
| Employer contribution / active EE | $55 | $1,827-97.0% | $3,268-98.3% | $2,381-97.7% |
| Participant deferral / active EE | $4,732 | $2,545+85.9% | $4,080+16.0% | $3,470+36.4% |
| Admin fee / account holder | $279 | $3,959-93.0% | $6,913-96.0% | $4,888-94.3% |