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 4-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 | $12,689 | $79,944-84.1% | $98,439-87.1% | $75,163-83.1% |
| Participation rate | 36.0% | 70.4%-34.4pp | 75.2%-39.2pp | 67.2%-31.2pp |
| Annual return | 166.34% | 19.75%+146.6pp | 21.16%+145.2pp | 160.62%+5.7pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,664 | $3,752-29.0% | $4,738-43.8% | $4,125-35.4% |
| Admin fee / account holder | $109 | $6,840-98.4% | $8,948-98.8% | $5,651-98.1% |