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 | $1,872 | $107,452-98.3% | $91,541-98.0% | $142,382-98.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 32.78% | 22.06%+10.7pp | 20.50%+12.3pp | 217.08%-184.3pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $911 | $4,754-80.8% | $4,008-77.3% | $6,507-86.0% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |