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 | $12,058 | $209,336-94.2% | $197,124-93.9% | $137,256-91.2% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 34.93% | 48.09%-13.2pp | 44.34%-9.4pp | 220.34%-185.4pp |
| Employer contribution / active EE | $1,125 | $6,591-82.9% | $6,227-81.9% | $4,156-72.9% |
| Participant deferral / active EE | $3,856 | $9,614-59.9% | $9,135-57.8% | $6,407-39.8% |
| Admin fee / account holder | $17 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |