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 7-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 | $5,406 | $106,890-94.9% | $84,015-93.6% | $152,861-96.5% |
| Participation rate | 45.5% | 75.2%-29.8pp | 69.0%-23.6pp | 82.4%-37.0pp |
| Annual return | 67.45% | 104.99%-37.5pp | 71.31%-3.9pp | 345.32%-277.9pp |
| Employer contribution / active EE | $168 | $2,734-93.8% | $1,983-91.5% | $4,762-96.5% |
| Participant deferral / active EE | $1,676 | $4,011-58.2% | $3,239-48.3% | $5,850-71.4% |
| Admin fee / account holder | $16 | $8,285-99.8% | $6,101-99.7% | $11,596-99.9% |