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 | $13,469 | $154,117-91.3% | $129,995-89.6% | $139,434-90.3% |
| Participation rate | 53.8% | 82.0%-28.1pp | 78.5%-24.6pp | 80.3%-26.5pp |
| Annual return | 35.66% | 32.48%+3.2pp | -137.18%+172.8pp | 372.94%-337.3pp |
| Employer contribution / active EE | $686 | $5,289-87.0% | $4,320-84.1% | $4,751-85.6% |
| Participant deferral / active EE | $3,278 | $6,710-51.1% | $5,820-43.7% | $6,710-51.1% |
| Admin fee / account holder | $133 | $14,007-99.1% | $10,614-98.7% | $11,403-98.8% |