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 | $12,815 | $127,065-89.9% | $113,168-88.7% | $142,382-91.0% |
| Participation rate | 57.9% | 79.2%-21.3pp | 76.6%-18.7pp | 80.1%-22.2pp |
| Annual return | 26.06% | 24.03%+2.0pp | 24.27%+1.8pp | 217.08%-191.0pp |
| Employer contribution / active EE | $527 | $3,442-84.7% | $2,975-82.3% | $4,299-87.7% |
| Participant deferral / active EE | $3,133 | $5,716-45.2% | $5,107-38.6% | $6,507-51.8% |
| Admin fee / account holder | $127 | $15,736-99.2% | $12,068-98.9% | $12,624-99.0% |