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 | $26,893 | $209,411-87.2% | $178,490-84.9% | $158,922-83.1% |
| Participation rate | 28.6% | 86.3%-57.8pp | 81.9%-53.4pp | 82.0%-53.4pp |
| Annual return | 30.50% | 188.75%-158.3pp | 151.07%-120.6pp | 302.83%-272.3pp |
| Employer contribution / active EE | $698 | $5,706-87.8% | $5,011-86.1% | $4,761-85.3% |
| Participant deferral / active EE | $2,954 | $5,954-50.4% | $5,202-43.2% | $5,982-50.6% |
| Admin fee / account holder | $63 | $17,074-99.6% | $13,984-99.5% | $11,246-99.4% |