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 | $10,529 | $89,652-88.3% | $141,162-92.5% | $65,185-83.8% |
| Participation rate | 51.8% | 74.7%-23.0pp | 82.5%-30.7pp | 70.2%-18.4pp |
| Annual return | 58.66% | 32.79%+25.9pp | 71.39%-12.7pp | 29.38%+29.3pp |
| Employer contribution / active EE | $541 | $3,065-82.4% | $4,735-88.6% | $2,177-75.1% |
| Participant deferral / active EE | $2,971 | $5,691-47.8% | $6,709-55.7% | $3,514-15.4% |
| Admin fee / account holder | $141 | $569-75.3% | $10,261-98.6% | $847-83.4% |