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 | $16,905 | $183,963-90.8% | $162,163-89.6% | $152,861-88.9% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.6%-30.4pp | 82.4%-25.3pp |
| Annual return | 34.99% | 150.76%-115.8pp | 115.59%-80.6pp | 345.32%-310.3pp |
| Employer contribution / active EE | $994 | $6,371-84.4% | $5,614-82.3% | $4,762-79.1% |
| Participant deferral / active EE | $3,445 | $8,034-57.1% | $7,298-52.8% | $5,850-41.1% |
| Admin fee / account holder | $41 | $13,121-99.7% | $10,843-99.6% | $11,596-99.6% |