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 9-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 | $10,350 | $65,365-84.2% | $92,893-88.9% | $72,985-85.8% |
| Participation rate | 35.3% | 68.3%-33.0pp | 76.0%-40.7pp | 69.5%-34.2pp |
| Annual return | 75.22% | 42.10%+33.1pp | 109.41%-34.2pp | 81.00%-5.8pp |
| Employer contribution / active EE | $213 | $2,594-91.8% | $3,653-94.2% | $2,440-91.3% |
| Participant deferral / active EE | $1,668 | $3,128-46.7% | $4,236-60.6% | $3,607-53.8% |
| Admin fee / account holder | $77 | $4,251-98.2% | $5,794-98.7% | $5,124-98.5% |