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 | $11,208 | $77,813-85.6% | $123,544-90.9% | $64,186-82.5% |
| Participation rate | 60.5% | 74.7%-14.2pp | 82.3%-21.8pp | 69.6%-9.0pp |
| Annual return | 99.18% | 12.48%+86.7pp | 119.20%-20.0pp | 7.63%+91.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,828 | $5,240-46.0% | $6,426-56.0% | $3,470-18.5% |
| Admin fee / account holder | $98 | $5,519-98.2% | $9,284-98.9% | $4,888-98.0% |