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 6-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 | $8,270 | $72,277-88.6% | $101,248-91.8% | $79,858-89.6% |
| Participation rate | 56.7% | 68.5%-11.8pp | 75.8%-19.1pp | 69.6%-13.0pp |
| Annual return | 37.67% | 22.30%+15.4pp | 46.47%-8.8pp | 31.71%+6.0pp |
| Employer contribution / active EE | $297 | $2,692-89.0% | $3,660-91.9% | $2,471-88.0% |
| Participant deferral / active EE | $2,304 | $3,282-29.8% | $4,370-47.3% | $3,740-38.4% |
| Admin fee / account holder | $271 | $4,400-93.8% | $5,945-95.4% | $5,306-94.9% |