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 | $19,818 | $144,119-86.2% | $117,854-83.2% | $147,584-86.6% |
| Participation rate | 37.5% | 83.4%-45.9pp | 79.7%-42.2pp | 82.8%-45.3pp |
| Annual return | 16.69% | 531.15%-514.5pp | 335.08%-318.4pp | 578.55%-561.9pp |
| Employer contribution / active EE | $664 | $4,896-86.4% | $3,786-82.5% | $4,876-86.4% |
| Participant deferral / active EE | $1,760 | $5,316-66.9% | $4,482-60.7% | $5,439-67.6% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |