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 4-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 | $16,339 | $148,534-89.0% | $135,903-88.0% | $139,434-88.3% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 32.58% | 79.19%-46.6pp | 68.23%-35.7pp | 372.94%-340.4pp |
| Employer contribution / active EE | $994 | $5,243-81.0% | $4,856-79.5% | $4,751-79.1% |
| Participant deferral / active EE | $5,218 | $8,100-35.6% | $7,758-32.7% | $6,710-22.2% |
| Admin fee / account holder | $178 | $12,400-98.6% | $10,762-98.3% | $11,403-98.4% |