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 6-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 | $21,938 | $209,832-89.5% | $189,513-88.4% | $167,490-86.9% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 45.62% | 748.27%-702.7pp | 555.15%-509.5pp | 478.56%-432.9pp |
| Employer contribution / active EE | $1,225 | $6,914-82.3% | $6,162-80.1% | $4,837-74.7% |
| Participant deferral / active EE | $6,747 | $8,935-24.5% | $8,221-17.9% | $6,341+6.4% |
| Admin fee / account holder | $111 | $14,293-99.2% | $12,045-99.1% | $12,309-99.1% |