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 10-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 | $27,368 | $202,318-86.5% | $172,739-84.2% | $152,861-82.1% |
| Participation rate | 53.8% | 87.1%-33.2pp | 82.6%-28.8pp | 82.4%-28.6pp |
| Annual return | 20.68% | 1029.65%-1009.0pp | 802.84%-782.2pp | 345.32%-324.6pp |
| Employer contribution / active EE | $805 | $5,856-86.3% | $5,143-84.4% | $4,762-83.1% |
| Participant deferral / active EE | $3,008 | $5,948-49.4% | $5,198-42.1% | $5,850-48.6% |
| Admin fee / account holder | $171 | $17,109-99.0% | $13,954-98.8% | $11,596-98.5% |