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 | $11,683 | $78,705-85.2% | $117,854-90.1% | $70,131-83.3% |
| Participation rate | 48.0% | 73.2%-25.2pp | 79.7%-31.7pp | 69.5%-21.5pp |
| Annual return | 1600.09% | 23.30%+1576.8pp | 335.08%+1265.0pp | 73.14%+1526.9pp |
| Employer contribution / active EE | $472 | $2,223-78.8% | $3,786-87.5% | $2,342-79.9% |
| Participant deferral / active EE | $1,945 | $3,297-41.0% | $4,482-56.6% | $3,332-41.6% |
| Admin fee / account holder | $170 | $5,065-96.6% | $8,020-97.9% | $4,645-96.3% |