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 | $15,726 | $185,822-91.5% | $169,993-90.7% | $139,434-88.7% |
| Participation rate | 25.0% | 87.8%-62.8pp | 87.0%-62.0pp | 80.3%-55.3pp |
| Annual return | 35.95% | 60.50%-24.6pp | 53.37%-17.4pp | 372.94%-337.0pp |
| Employer contribution / active EE | $1,295 | $7,590-82.9% | $6,785-80.9% | $4,751-72.8% |
| Participant deferral / active EE | $3,285 | $11,622-71.7% | $10,408-68.4% | $6,710-51.0% |
| Admin fee / account holder | $44 | $15,381-99.7% | $12,815-99.7% | $11,403-99.6% |