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 3-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 | $19,833 | $91,407-78.3% | $135,903-85.4% | $71,457-72.2% |
| Participation rate | 66.0% | 75.7%-9.6pp | 81.9%-15.9pp | 67.9%-1.9pp |
| Annual return | 99.90% | 29.90%+70.0pp | 68.23%+31.7pp | 28.85%+71.1pp |
| Employer contribution / active EE | $97 | $3,703-97.4% | $4,856-98.0% | $2,588-96.2% |
| Participant deferral / active EE | $8,826 | $7,092+24.5% | $7,758+13.8% | $4,289+105.8% |
| Admin fee / account holder | $131 | $1,266-89.7% | $10,762-98.8% | $1,587-91.8% |