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 | $11,523 | $78,520-85.3% | $96,576-88.1% | $82,448-86.0% |
| Participation rate | 51.6% | 77.7%-26.1pp | 81.4%-29.8pp | 68.1%-16.5pp |
| Annual return | 595.60% | 41.30%+554.3pp | 38.47%+557.1pp | 41.64%+554.0pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,464 | $6,754-48.7% | $7,956-56.5% | $4,139-16.3% |
| Admin fee / account holder | $216 | $13,455-98.4% | $11,381-98.1% | $7,234-97.0% |