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 4-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 | $6,522 | $202,432-96.8% | $169,368-96.1% | $139,434-95.3% |
| Participation rate | 61.5% | 81.1%-19.5pp | 77.1%-15.6pp | 80.3%-18.8pp |
| Annual return | 40.37% | 531.74%-491.4pp | 405.60%-365.2pp | 372.94%-332.6pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,595 | $6,938-62.6% | $6,221-58.3% | $6,710-61.3% |
| Admin fee / account holder | $103 | $10,708-99.0% | $9,003-98.9% | $11,403-99.1% |