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 | $6,151 | $104,251-94.1% | $91,001-93.2% | $147,584-95.8% |
| Participation rate | 53.8% | 78.2%-24.4pp | 75.6%-21.8pp | 82.8%-29.0pp |
| Annual return | 30.13% | 27.06%+3.1pp | 4.60%+25.5pp | 578.55%-548.4pp |
| Employer contribution / active EE | $228 | $3,116-92.7% | $2,456-90.7% | $4,876-95.3% |
| Participant deferral / active EE | $1,261 | $4,195-70.0% | $3,547-64.5% | $5,439-76.8% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |