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 10-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 | $6,786 | $73,515-90.8% | $62,995-89.2% | $147,584-95.4% |
| Participation rate | 68.8% | 77.9%-9.1pp | 74.8%-6.1pp | 82.8%-14.1pp |
| Annual return | 17.28% | 175.43%-158.1pp | 87.57%-70.3pp | 578.55%-561.3pp |
| Employer contribution / active EE | $58 | $3,320-98.2% | $2,759-97.9% | $4,876-98.8% |
| Participant deferral / active EE | $1,382 | $4,185-67.0% | $3,329-58.5% | $5,439-74.6% |
| Admin fee / account holder | $86 | $5,953-98.6% | $3,600-97.6% | $10,885-99.2% |