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 | $5,804 | $202,318-97.1% | $172,739-96.6% | $152,861-96.2% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 42.88% | 1029.65%-986.8pp | 802.84%-760.0pp | 345.32%-302.4pp |
| Employer contribution / active EE | $508 | $5,856-91.3% | $5,143-90.1% | $4,762-89.3% |
| Participant deferral / active EE | $2,620 | $5,948-56.0% | $5,198-49.6% | $5,850-55.2% |
| Admin fee / account holder | $53 | $17,109-99.7% | $13,954-99.6% | $11,596-99.5% |