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 | $2,859 | $99,020-97.1% | $86,590-96.7% | $147,584-98.1% |
| Participation rate | 36.8% | 76.3%-39.5pp | 73.5%-36.7pp | 82.8%-46.0pp |
| Annual return | 23.08% | 1312.34%-1289.3pp | 964.84%-941.8pp | 578.55%-555.5pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $644 | $3,972-83.8% | $3,609-82.2% | $5,439-88.2% |
| Admin fee / account holder | $91 | $5,710-98.4% | $4,906-98.1% | $10,885-99.2% |