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 | $9,085 | $140,940-93.6% | $112,229-91.9% | $139,434-93.5% |
| Participation rate | 36.8% | 79.2%-42.3pp | 72.4%-35.6pp | 80.3%-43.5pp |
| Annual return | 114.58% | 32.71%+81.9pp | 30.20%+84.4pp | 372.94%-258.4pp |
| Employer contribution / active EE | $755 | $4,283-82.4% | $3,430-78.0% | $4,751-84.1% |
| Participant deferral / active EE | $2,309 | $5,874-60.7% | $4,798-51.9% | $6,710-65.6% |
| Admin fee / account holder | $15 | $9,954-99.8% | $7,748-99.8% | $11,403-99.9% |