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 | $12,641 | $176,056-92.8% | $159,436-92.1% | $167,490-92.5% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 13.29% | 331.75%-318.5pp | 263.57%-250.3pp | 478.56%-465.3pp |
| Employer contribution / active EE | $474 | $5,297-91.1% | $4,829-90.2% | $4,837-90.2% |
| Participant deferral / active EE | $3,213 | $7,750-58.5% | $7,352-56.3% | $6,341-49.3% |
| Admin fee / account holder | $111 | $12,554-99.1% | $10,799-99.0% | $12,309-99.1% |