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 | $19,288 | $198,466-90.3% | $170,442-88.7% | $147,584-86.9% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 31.93% | 257.29%-225.4pp | 205.93%-174.0pp | 578.55%-546.6pp |
| Employer contribution / active EE | $537 | $6,184-91.3% | $5,433-90.1% | $4,876-89.0% |
| Participant deferral / active EE | $6,805 | $5,629+20.9% | $4,939+37.8% | $5,439+25.1% |
| Admin fee / account holder | $201 | $16,852-98.8% | $13,880-98.5% | $10,885-98.2% |