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 | $28,749 | $202,318-85.8% | $172,739-83.4% | $152,861-81.2% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 28.19% | 1029.65%-1001.5pp | 802.84%-774.7pp | 345.32%-317.1pp |
| Employer contribution / active EE | $1,058 | $5,856-81.9% | $5,143-79.4% | $4,762-77.8% |
| Participant deferral / active EE | $2,941 | $5,948-50.5% | $5,198-43.4% | $5,850-49.7% |
| Admin fee / account holder | $195 | $17,109-98.9% | $13,954-98.6% | $11,596-98.3% |