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 | $29,926 | $197,591-84.9% | $177,821-83.2% | $158,922-81.2% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 31.61% | 58.76%-27.1pp | 48.32%-16.7pp | 302.83%-271.2pp |
| Employer contribution / active EE | $1,074 | $6,697-84.0% | $5,918-81.9% | $4,761-77.5% |
| Participant deferral / active EE | $4,079 | $8,405-51.5% | $7,714-47.1% | $5,982-31.8% |
| Admin fee / account holder | $71 | $15,399-99.5% | $12,427-99.4% | $11,246-99.4% |