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 | $15,032 | $105,859-85.8% | $90,160-83.3% | $147,584-89.8% |
| Participation rate | 69.2% | 79.7%-10.5pp | 76.9%-7.6pp | 82.8%-13.6pp |
| Annual return | 34.62% | 37.63%-3.0pp | 34.88%-0.3pp | 578.55%-543.9pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,127 | $5,733-45.5% | $5,288-40.9% | $5,439-42.5% |
| Admin fee / account holder | $124 | $8,046-98.5% | $5,943-97.9% | $10,885-98.9% |