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 | $28,641 | $203,436-85.9% | $152,466-81.2% | $167,490-82.9% |
| Participation rate | 36.8% | 82.3%-45.5pp | 78.2%-41.4pp | 82.1%-45.3pp |
| Annual return | 54.19% | 13.80%+40.4pp | 757.33%-703.1pp | 478.56%-424.4pp |
| Employer contribution / active EE | $0 | $5,220-100.0% | $4,327-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,085 | $6,716-39.2% | $5,820-29.8% | $6,341-35.6% |
| Admin fee / account holder | $245 | $22,506-98.9% | $15,805-98.4% | $12,309-98.0% |