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 | $22,147 | $112,096-80.2% | $95,952-76.9% | $158,922-86.1% |
| Participation rate | 68.2% | 79.0%-10.8pp | 77.1%-8.9pp | 82.0%-13.8pp |
| Annual return | 13.23% | 171.09%-157.9pp | 91.61%-78.4pp | 302.83%-289.6pp |
| Employer contribution / active EE | $575 | $3,198-82.0% | $2,541-77.4% | $4,761-87.9% |
| Participant deferral / active EE | $2,341 | $4,784-51.1% | $4,167-43.8% | $5,982-60.9% |
| Admin fee / account holder | $164 | $10,130-98.4% | $6,795-97.6% | $11,246-98.5% |