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 10-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 | $7,059 | $215,361-96.7% | $171,082-95.9% | $273,961-97.4% |
| Participation rate | 37.5% | 82.0%-44.5pp | 76.7%-39.2pp | 83.0%-45.5pp |
| Annual return | 57.97% | 25.14%+32.8pp | 32.56%+25.4pp | 41.45%+16.5pp |
| Employer contribution / active EE | $202 | $4,967-95.9% | $4,002-95.0% | $4,869-95.9% |
| Participant deferral / active EE | $2,096 | $5,543-62.2% | $4,797-56.3% | $5,287-60.4% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |