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 | $12,913 | $85,202-84.8% | $172,739-92.5% | $72,985-82.3% |
| Participation rate | 42.4% | 70.1%-27.6pp | 82.6%-40.2pp | 69.5%-27.1pp |
| Annual return | 35.13% | 27.32%+7.8pp | 802.84%-767.7pp | 81.00%-45.9pp |
| Employer contribution / active EE | $175 | $3,324-94.7% | $5,143-96.6% | $2,440-92.8% |
| Participant deferral / active EE | $2,750 | $3,260-15.6% | $5,198-47.1% | $3,607-23.8% |
| Admin fee / account holder | $216 | $5,884-96.3% | $13,954-98.5% | $5,124-95.8% |