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 | $10,379 | $124,281-91.6% | $109,143-90.5% | $167,490-93.8% |
| Participation rate | 38.9% | 79.4%-40.6pp | 75.9%-37.0pp | 82.1%-43.2pp |
| Annual return | 19.16% | 26.04%-6.9pp | 25.75%-6.6pp | 478.56%-459.4pp |
| Employer contribution / active EE | $0 | $4,207-100.0% | $3,722-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,567 | $5,255-70.2% | $4,653-66.3% | $6,341-75.3% |
| Admin fee / account holder | $14 | $7,970-99.8% | $6,752-99.8% | $12,309-99.9% |