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 | $10,721 | $106,890-90.0% | $84,015-87.2% | $152,861-93.0% |
| Participation rate | 42.9% | 75.2%-32.4pp | 69.0%-26.2pp | 82.4%-39.6pp |
| Annual return | 24.74% | 104.99%-80.2pp | 71.31%-46.6pp | 345.32%-320.6pp |
| Employer contribution / active EE | $66 | $2,734-97.6% | $1,983-96.7% | $4,762-98.6% |
| Participant deferral / active EE | $1,646 | $4,011-59.0% | $3,239-49.2% | $5,850-71.9% |
| Admin fee / account holder | $6 | $8,285-99.9% | $6,101-99.9% | $11,596-99.9% |