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 7-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 | $24,812 | $197,591-87.4% | $177,821-86.0% | $158,922-84.4% |
| Participation rate | 68.8% | 88.5%-19.8pp | 87.7%-19.0pp | 82.0%-13.2pp |
| Annual return | 39.45% | 58.76%-19.3pp | 48.32%-8.9pp | 302.83%-263.4pp |
| Employer contribution / active EE | $1,422 | $6,697-78.8% | $5,918-76.0% | $4,761-70.1% |
| Participant deferral / active EE | $5,005 | $8,405-40.5% | $7,714-35.1% | $5,982-16.3% |
| Admin fee / account holder | $72 | $15,399-99.5% | $12,427-99.4% | $11,246-99.4% |