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 6-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 | $9,417 | $91,190-89.7% | $178,490-94.7% | $79,858-88.2% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 35.15% | 24.19%+11.0pp | 151.07%-115.9pp | 31.71%+3.4pp |
| Employer contribution / active EE | $272 | $3,256-91.6% | $5,011-94.6% | $2,471-89.0% |
| Participant deferral / active EE | $1,927 | $3,236-40.5% | $5,202-63.0% | $3,740-48.5% |
| Admin fee / account holder | $66 | $6,751-99.0% | $13,984-99.5% | $5,306-98.8% |