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 | $11,913 | $85,006-86.0% | $76,190-84.4% | $145,922-91.8% |
| Participation rate | 0.0% | 82.9%-82.9pp | 79.3%-79.3pp | 80.3%-80.3pp |
| Annual return | 12.50% | 13.11%-0.6pp | 13.78%-1.3pp | 561.29%-548.8pp |
| Employer contribution / active EE | $437 | $5,265-91.7% | $4,578-90.5% | $4,660-90.6% |
| Participant deferral / active EE | $6,190 | $6,392-3.2% | $5,474+13.1% | $6,688-7.4% |
| Admin fee / account holder | $0 | $5,760-100.0% | $5,123-100.0% | $13,397-100.0% |