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 | $3,988 | $77,899-94.9% | $149,673-97.3% | $75,163-94.7% |
| Participation rate | 61.8% | 65.6%-3.8pp | 78.8%-17.0pp | 67.2%-5.4pp |
| Annual return | 83.24% | 31.72%+51.5pp | 134.42%-51.2pp | 160.62%-77.4pp |
| Employer contribution / active EE | $251 | $3,137-92.0% | $4,818-94.8% | $2,670-90.6% |
| Participant deferral / active EE | $1,019 | $3,411-70.1% | $5,680-82.1% | $4,125-75.3% |
| Admin fee / account holder | $85 | $5,956-98.6% | $13,210-99.4% | $5,651-98.5% |