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 | $27,187 | $198,466-86.3% | $170,442-84.0% | $147,584-81.6% |
| Participation rate | 40.0% | 88.0%-48.0pp | 83.6%-43.6pp | 82.8%-42.8pp |
| Annual return | 27.38% | 257.29%-229.9pp | 205.93%-178.6pp | 578.55%-551.2pp |
| Employer contribution / active EE | $900 | $6,184-85.4% | $5,433-83.4% | $4,876-81.5% |
| Participant deferral / active EE | $2,631 | $5,629-53.3% | $4,939-46.7% | $5,439-51.6% |
| Admin fee / account holder | $206 | $16,852-98.8% | $13,880-98.5% | $10,885-98.1% |