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 | $16,578 | $165,335-90.0% | $149,696-88.9% | $158,922-89.6% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 40.92% | 348.15%-307.2pp | 276.60%-235.7pp | 302.83%-261.9pp |
| Employer contribution / active EE | $822 | $5,103-83.9% | $4,644-82.3% | $4,761-82.7% |
| Participant deferral / active EE | $2,377 | $7,181-66.9% | $6,842-65.3% | $5,982-60.3% |
| Admin fee / account holder | $51 | $10,807-99.5% | $9,309-99.5% | $11,246-99.5% |