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 6-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 | $4,214 | $156,846-97.3% | $121,098-96.5% | $139,434-97.0% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.5%-2.8pp | 80.3%-13.7pp |
| Annual return | 23.42% | 1474.56%-1451.1pp | 985.75%-962.3pp | 372.94%-349.5pp |
| Employer contribution / active EE | $125 | $5,536-97.7% | $4,164-97.0% | $4,751-97.4% |
| Participant deferral / active EE | $1,458 | $4,844-69.9% | $4,080-64.3% | $6,710-78.3% |
| Admin fee / account holder | $27 | $6,946-99.6% | $5,644-99.5% | $11,403-99.8% |