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 | $1,901 | $108,172-98.2% | $77,482-97.5% | $158,922-98.8% |
| Participation rate | 21.4% | 64.4%-43.0pp | 54.2%-32.8pp | 82.0%-60.5pp |
| Annual return | 26.12% | 31.67%-5.6pp | 54.79%-28.7pp | 302.83%-276.7pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $986-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $114 | $2,456-95.4% | $1,861-93.9% | $5,982-98.1% |
| Admin fee / account holder | $9 | $3,708-99.8% | $2,858-99.7% | $11,246-99.9% |