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 | $18,374 | $105,181-82.5% | $159,436-88.5% | $85,850-78.6% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.8%-32.8pp | 69.3%-19.3pp |
| Annual return | 20.68% | 45.07%-24.4pp | 263.57%-242.9pp | 318.53%-297.9pp |
| Employer contribution / active EE | $521 | $3,318-84.3% | $4,829-89.2% | $2,565-79.7% |
| Participant deferral / active EE | $3,175 | $5,945-46.6% | $7,352-56.8% | $3,952-19.7% |
| Admin fee / account holder | $124 | $6,933-98.2% | $10,799-98.9% | $6,260-98.0% |