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 10-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 | $22,751 | $171,865-86.8% | $149,718-84.8% | $147,584-84.6% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 32.13% | 2113.22%-2081.1pp | 1501.63%-1469.5pp | 578.55%-546.4pp |
| Employer contribution / active EE | $932 | $6,275-85.1% | $5,445-82.9% | $4,876-80.9% |
| Participant deferral / active EE | $12,048 | $7,271+65.7% | $6,569+83.4% | $5,439+121.5% |
| Admin fee / account holder | $58 | $13,799-99.6% | $11,283-99.5% | $10,885-99.5% |