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 10-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 | $4,143 | $100,901-95.9% | $75,670-94.5% | $147,584-97.2% |
| Participation rate | 69.2% | 77.1%-7.9pp | 72.3%-3.1pp | 82.8%-13.6pp |
| Annual return | 23.56% | 35.78%-12.2pp | 27.34%-3.8pp | 578.55%-555.0pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,326 | $4,027-67.1% | $3,142-57.8% | $5,439-75.6% |
| Admin fee / account holder | $21 | $11,285-99.8% | $5,800-99.6% | $10,885-99.8% |