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 5-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 | $15,265 | $185,822-91.8% | $169,993-91.0% | $139,434-89.1% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 26.13% | 60.50%-34.4pp | 53.37%-27.2pp | 372.94%-346.8pp |
| Employer contribution / active EE | $576 | $7,590-92.4% | $6,785-91.5% | $4,751-87.9% |
| Participant deferral / active EE | $3,424 | $11,622-70.5% | $10,408-67.1% | $6,710-49.0% |
| Admin fee / account holder | $20 | $15,381-99.9% | $12,815-99.8% | $11,403-99.8% |