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 | $1,819 | $110,261-98.4% | $95,745-98.1% | $139,434-98.7% |
| Participation rate | 66.7% | 75.8%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 44.29% | 27.11%+17.2pp | 28.35%+15.9pp | 372.94%-328.6pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,006 | $4,676-78.5% | $4,245-76.3% | $6,710-85.0% |
| Admin fee / account holder | $10 | $6,613-99.8% | $5,678-99.8% | $11,403-99.9% |