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 | $14,235 | $63,346-77.5% | $92,233-84.6% | $70,131-79.7% |
| Participation rate | 20.7% | 68.7%-48.0pp | 76.5%-55.8pp | 69.5%-48.9pp |
| Annual return | 29.45% | 530.12%-500.7pp | 176.28%-146.8pp | 73.14%-43.7pp |
| Employer contribution / active EE | $418 | $2,471-83.1% | $3,679-88.6% | $2,342-82.2% |
| Participant deferral / active EE | $1,550 | $2,854-45.7% | $3,897-60.2% | $3,332-53.5% |
| Admin fee / account holder | $22 | $3,840-99.4% | $5,194-99.6% | $4,645-99.5% |