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 | $214,378-94.4% | $200,582-94.0% | $142,382-91.5% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 34.93% | 46.41%-11.5pp | 42.33%-7.4pp | 217.08%-182.1pp |
| Employer contribution / active EE | $1,125 | $6,841-83.6% | $6,419-82.5% | $4,299-73.8% |
| Participant deferral / active EE | $3,856 | $9,865-60.9% | $9,331-58.7% | $6,507-40.7% |
| Admin fee / account holder | $17 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |