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 3-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 | $7,134 | $127,065-94.4% | $113,168-93.7% | $142,382-95.0% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 41.52% | 24.03%+17.5pp | 24.27%+17.3pp | 217.08%-175.6pp |
| Employer contribution / active EE | $816 | $3,442-76.3% | $2,975-72.6% | $4,299-81.0% |
| Participant deferral / active EE | $2,929 | $5,716-48.8% | $5,107-42.6% | $6,507-55.0% |
| Admin fee / account holder | $16 | $15,736-99.9% | $12,068-99.9% | $12,624-99.9% |