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 6-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 | $1,837 | $127,264-98.6% | $109,895-98.3% | $167,490-98.9% |
| Participation rate | 53.3% | 77.9%-24.5pp | 74.2%-20.9pp | 82.1%-28.8pp |
| Annual return | 47.15% | 22.97%+24.2pp | 29.45%+17.7pp | 478.56%-431.4pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,842-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,039 | $4,514-77.0% | $4,048-74.3% | $6,341-83.6% |
| Admin fee / account holder | $8 | $7,114-99.9% | $6,066-99.9% | $12,309-99.9% |