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 | $15,848 | $185,822-91.5% | $169,993-90.7% | $139,434-88.6% |
| Participation rate | 33.3% | 87.8%-54.4pp | 87.0%-53.7pp | 80.3%-47.0pp |
| Annual return | 26.33% | 60.50%-34.2pp | 53.37%-27.0pp | 372.94%-346.6pp |
| Employer contribution / active EE | $355 | $7,590-95.3% | $6,785-94.8% | $4,751-92.5% |
| Participant deferral / active EE | $3,074 | $11,622-73.6% | $10,408-70.5% | $6,710-54.2% |
| Admin fee / account holder | $99 | $15,381-99.4% | $12,815-99.2% | $11,403-99.1% |