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 5-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 | $4,797 | $169,032-97.2% | $129,207-96.3% | $145,922-96.7% |
| Participation rate | 66.7% | 76.4%-9.8pp | 69.6%-2.9pp | 80.3%-13.6pp |
| Annual return | 19.81% | 14330.11%-14310.3pp | 9417.33%-9397.5pp | 561.29%-541.5pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $8,327 | $4,987+67.0% | $4,168+99.8% | $6,688+24.5% |
| Admin fee / account holder | $65 | $9,954-99.3% | $7,715-99.2% | $13,397-99.5% |