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 7-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 | $15,758 | $149,734-89.5% | $118,925-86.7% | $158,922-90.1% |
| Participation rate | 27.8% | 82.1%-54.3pp | 75.4%-47.6pp | 82.0%-54.2pp |
| Annual return | 70.59% | 19.95%+50.6pp | 35.88%+34.7pp | 302.83%-232.2pp |
| Employer contribution / active EE | $581 | $4,115-85.9% | $3,263-82.2% | $4,761-87.8% |
| Participant deferral / active EE | $3,083 | $5,223-41.0% | $4,265-27.7% | $5,982-48.5% |
| Admin fee / account holder | $45 | $8,603-99.5% | $6,581-99.3% | $11,246-99.6% |