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 6-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 | $3,589 | $94,338-96.2% | $100,534-96.4% | $142,382-97.5% |
| Participation rate | 69.2% | 81.7%-12.5pp | 80.6%-11.4pp | 80.1%-10.9pp |
| Annual return | 757.51% | 29.20%+728.3pp | 32.66%+724.9pp | 217.08%+540.4pp |
| Employer contribution / active EE | $901 | $4,237-78.7% | $4,346-79.3% | $4,299-79.0% |
| Participant deferral / active EE | $1,605 | $5,934-73.0% | $6,144-73.9% | $6,507-75.3% |
| Admin fee / account holder | $4 | $8,421-100.0% | $7,654-99.9% | $12,624-100.0% |