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 7-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 | $28,918 | $197,591-85.4% | $177,821-83.7% | $158,922-81.8% |
| Participation rate | 68.4% | 88.5%-20.1pp | 87.7%-19.3pp | 82.0%-13.5pp |
| Annual return | 60.79% | 58.76%+2.0pp | 48.32%+12.5pp | 302.83%-242.0pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $8,777 | $8,405+4.4% | $7,714+13.8% | $5,982+46.7% |
| Admin fee / account holder | $48 | $15,399-99.7% | $12,427-99.6% | $11,246-99.6% |