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 | $15,229 | $112,096-86.4% | $95,952-84.1% | $158,922-90.4% |
| Participation rate | 37.5% | 79.0%-41.5pp | 77.1%-39.6pp | 82.0%-44.5pp |
| Annual return | 34.20% | 171.09%-136.9pp | 91.61%-57.4pp | 302.83%-268.6pp |
| Employer contribution / active EE | $553 | $3,198-82.7% | $2,541-78.2% | $4,761-88.4% |
| Participant deferral / active EE | $2,412 | $4,784-49.6% | $4,167-42.1% | $5,982-59.7% |
| Admin fee / account holder | $95 | $10,130-99.1% | $6,795-98.6% | $11,246-99.2% |