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 | $10,582 | $227,553-95.3% | $189,557-94.4% | $167,490-93.7% |
| Participation rate | 54.5% | 82.5%-27.9pp | 78.4%-23.9pp | 82.1%-27.6pp |
| Annual return | 69.42% | 78.40%-9.0pp | 64.17%+5.3pp | 478.56%-409.1pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,273 | $7,002-53.3% | $6,174-47.0% | $6,341-48.4% |
| Admin fee / account holder | $248 | $11,878-97.9% | $9,807-97.5% | $12,309-98.0% |