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 8-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 | $2,981 | $101,069-97.1% | $81,478-96.3% | $147,584-98.0% |
| Participation rate | 60.9% | 74.5%-13.6pp | 68.0%-7.1pp | 82.8%-22.0pp |
| Annual return | 18.15% | 32.40%-14.2pp | 38.78%-20.6pp | 578.55%-560.4pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,198 | $4,242-71.8% | $3,537-66.1% | $5,439-78.0% |
| Admin fee / account holder | $53 | $5,812-99.1% | $4,561-98.8% | $10,885-99.5% |