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 | $7,093 | $121,625-94.2% | $104,607-93.2% | $158,922-95.5% |
| Participation rate | 43.8% | 77.5%-33.8pp | 74.1%-30.3pp | 82.0%-38.2pp |
| Annual return | 18.73% | 465.26%-446.5pp | 340.46%-321.7pp | 302.83%-284.1pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,198 | $4,177-71.3% | $3,740-68.0% | $5,982-80.0% |
| Admin fee / account holder | $44 | $7,787-99.4% | $6,473-99.3% | $11,246-99.6% |