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 | $24,510 | $201,272-87.8% | $184,203-86.7% | $145,922-83.2% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-46.9pp |
| Annual return | 19.14% | 29.00%-9.9pp | 28.81%-9.7pp | 561.29%-542.1pp |
| Employer contribution / active EE | $355 | $7,022-94.9% | $6,427-94.5% | $4,660-92.4% |
| Participant deferral / active EE | $5,275 | $9,806-46.2% | $9,131-42.2% | $6,688-21.1% |
| Admin fee / account holder | $174 | $16,364-98.9% | $13,901-98.8% | $13,397-98.7% |