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 6-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 | $8,299 | $124,319-93.3% | $111,297-92.5% | $167,490-95.0% |
| Participation rate | 34.8% | 79.6%-44.8pp | 77.3%-42.5pp | 82.1%-47.3pp |
| Annual return | 32.05% | 37.44%-5.4pp | 54.65%-22.6pp | 478.56%-446.5pp |
| Employer contribution / active EE | $688 | $3,435-80.0% | $2,731-74.8% | $4,837-85.8% |
| Participant deferral / active EE | $2,020 | $5,180-61.0% | $4,487-55.0% | $6,341-68.1% |
| Admin fee / account holder | $40 | $10,618-99.6% | $7,964-99.5% | $12,309-99.7% |