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 9-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 | $19,415 | $183,963-89.4% | $162,163-88.0% | $152,861-87.3% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.6%-47.6pp | 82.4%-42.4pp |
| Annual return | 34.46% | 150.76%-116.3pp | 115.59%-81.1pp | 345.32%-310.9pp |
| Employer contribution / active EE | $1,049 | $6,371-83.5% | $5,614-81.3% | $4,762-78.0% |
| Participant deferral / active EE | $3,381 | $8,034-57.9% | $7,298-53.7% | $5,850-42.2% |
| Admin fee / account holder | $66 | $13,121-99.5% | $10,843-99.4% | $11,596-99.4% |