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 | $8,156 | $72,277-88.7% | $101,248-91.9% | $79,858-89.8% |
| Participation rate | 27.0% | 68.5%-41.4pp | 75.8%-48.8pp | 69.6%-42.6pp |
| Annual return | 141.45% | 22.30%+119.2pp | 46.47%+95.0pp | 31.71%+109.7pp |
| Employer contribution / active EE | $158 | $2,692-94.1% | $3,660-95.7% | $2,471-93.6% |
| Participant deferral / active EE | $1,702 | $3,282-48.1% | $4,370-61.1% | $3,740-54.5% |
| Admin fee / account holder | $184 | $4,400-95.8% | $5,945-96.9% | $5,306-96.5% |