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 9-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 | $14,436 | $105,998-86.4% | $92,233-84.3% | $147,584-90.2% |
| Participation rate | 15.8% | 80.4%-64.6pp | 76.5%-60.7pp | 82.8%-67.0pp |
| Annual return | 19.25% | 50.05%-30.8pp | 176.28%-157.0pp | 578.55%-559.3pp |
| Employer contribution / active EE | $310 | $4,333-92.8% | $3,679-91.6% | $4,876-93.6% |
| Participant deferral / active EE | $1,528 | $4,478-65.9% | $3,897-60.8% | $5,439-71.9% |
| Admin fee / account holder | $28 | $6,332-99.6% | $5,194-99.5% | $10,885-99.7% |