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 7-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 | $30,056 | $209,411-85.6% | $178,490-83.2% | $158,922-81.1% |
| Participation rate | 31.6% | 86.3%-54.8pp | 81.9%-50.3pp | 82.0%-50.4pp |
| Annual return | 33.91% | 188.75%-154.8pp | 151.07%-117.2pp | 302.83%-268.9pp |
| Employer contribution / active EE | $939 | $5,706-83.5% | $5,011-81.3% | $4,761-80.3% |
| Participant deferral / active EE | $3,658 | $5,954-38.6% | $5,202-29.7% | $5,982-38.9% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |