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 | $14,934 | $165,335-91.0% | $149,696-90.0% | $158,922-90.6% |
| Participation rate | 45.0% | 84.6%-39.6pp | 82.5%-37.5pp | 82.0%-37.0pp |
| Annual return | 32.56% | 348.15%-315.6pp | 276.60%-244.0pp | 302.83%-270.3pp |
| Employer contribution / active EE | $467 | $5,103-90.9% | $4,644-90.0% | $4,761-90.2% |
| Participant deferral / active EE | $3,227 | $7,181-55.1% | $6,842-52.8% | $5,982-46.1% |
| Admin fee / account holder | $201 | $10,807-98.1% | $9,309-97.8% | $11,246-98.2% |