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 | $9,741 | $65,041-85.0% | $90,951-89.3% | $79,858-87.8% |
| Participation rate | 25.0% | 61.6%-36.6pp | 69.0%-44.0pp | 69.6%-44.6pp |
| Annual return | 22.78% | 30.45%-7.7pp | 134.60%-111.8pp | 31.71%-8.9pp |
| Employer contribution / active EE | $246 | $1,247-80.3% | $2,122-88.4% | $2,471-90.0% |
| Participant deferral / active EE | $1,208 | $2,512-51.9% | $3,373-64.2% | $3,740-67.7% |
| Admin fee / account holder | $164 | $4,536-96.4% | $5,959-97.2% | $5,306-96.9% |