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 6-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 | $8,521 | $77,145-89.0% | $108,410-92.1% | $85,850-90.1% |
| Participation rate | 67.7% | 74.7%-6.9pp | 80.1%-12.4pp | 69.3%-1.6pp |
| Annual return | 123.78% | 44.54%+79.2pp | 905.27%-781.5pp | 318.53%-194.8pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,520 | $5,566-54.7% | $6,563-61.6% | $3,952-36.2% |
| Admin fee / account holder | $104 | $5,172-98.0% | $7,295-98.6% | $6,260-98.3% |