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 7-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 | $6,542 | $110,261-94.1% | $95,745-93.2% | $139,434-95.3% |
| Participation rate | 65.2% | 75.8%-10.5pp | 72.3%-7.0pp | 80.3%-15.1pp |
| Annual return | 18.31% | 27.11%-8.8pp | 28.35%-10.0pp | 372.94%-354.6pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $827 | $4,676-82.3% | $4,245-80.5% | $6,710-87.7% |
| Admin fee / account holder | $61 | $6,613-99.1% | $5,678-98.9% | $11,403-99.5% |