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 8-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 | $14,439 | $103,376-86.0% | $87,100-83.4% | $152,861-90.6% |
| Participation rate | 33.3% | 79.3%-46.0pp | 76.9%-43.5pp | 82.4%-49.1pp |
| Annual return | 20.57% | 28.10%-7.5pp | 28.19%-7.6pp | 345.32%-324.7pp |
| Employer contribution / active EE | $490 | $3,220-84.8% | $2,521-80.6% | $4,762-89.7% |
| Participant deferral / active EE | $1,843 | $4,778-61.4% | $4,049-54.5% | $5,850-68.5% |
| Admin fee / account holder | $262 | $12,205-97.9% | $7,497-96.5% | $11,596-97.7% |