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 | $18,262 | $149,734-87.8% | $118,925-84.6% | $158,922-88.5% |
| Participation rate | 60.9% | 82.1%-21.2pp | 75.4%-14.5pp | 82.0%-21.1pp |
| Annual return | 37.51% | 19.95%+17.6pp | 35.88%+1.6pp | 302.83%-265.3pp |
| Employer contribution / active EE | $152 | $4,115-96.3% | $3,263-95.3% | $4,761-96.8% |
| Participant deferral / active EE | $3,832 | $5,223-26.6% | $4,265-10.1% | $5,982-35.9% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |