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 | $8,087 | $55,706-85.5% | $75,886-89.3% | $72,985-88.9% |
| Participation rate | 14.6% | 61.1%-46.5pp | 69.3%-54.7pp | 69.5%-54.9pp |
| Annual return | 112.77% | 27.59%+85.2pp | 30.76%+82.0pp | 81.00%+31.8pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,405 | $2,634-46.7% | $3,603-61.0% | $3,607-61.1% |
| Admin fee / account holder | $27 | $3,978-99.3% | $5,418-99.5% | $5,124-99.5% |