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 9-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 | $15,879 | $232,540-93.2% | $185,117-91.4% | $147,584-89.2% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 16.71% | 43.03%-26.3pp | 40.50%-23.8pp | 578.55%-561.8pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,500 | $5,834-74.3% | $5,045-70.3% | $5,439-72.4% |
| Admin fee / account holder | $9 | $10,275-99.9% | $8,159-99.9% | $10,885-99.9% |