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 | $25,207 | $202,318-87.5% | $172,739-85.4% | $152,861-83.5% |
| Participation rate | 38.5% | 87.1%-48.6pp | 82.6%-44.2pp | 82.4%-44.0pp |
| Annual return | 32.78% | 1029.65%-996.9pp | 802.84%-770.1pp | 345.32%-312.5pp |
| Employer contribution / active EE | $623 | $5,856-89.4% | $5,143-87.9% | $4,762-86.9% |
| Participant deferral / active EE | $3,998 | $5,948-32.8% | $5,198-23.1% | $5,850-31.7% |
| Admin fee / account holder | $15 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |