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 | $12,142 | $125,758-90.3% | $169,993-92.9% | $75,163-83.8% |
| Participation rate | 58.1% | 83.6%-25.5pp | 87.0%-28.9pp | 67.2%-9.1pp |
| Annual return | 95.01% | 27.20%+67.8pp | 53.37%+41.6pp | 160.62%-65.6pp |
| Employer contribution / active EE | $947 | $4,615-79.5% | $6,785-86.0% | $2,670-64.5% |
| Participant deferral / active EE | $3,690 | $6,837-46.0% | $10,408-64.5% | $4,125-10.6% |
| Admin fee / account holder | $129 | $8,173-98.4% | $12,815-99.0% | $5,651-97.7% |