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 | $5,211 | $135,952-96.2% | $123,892-95.8% | $273,961-98.1% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 86.04% | 56.63%+29.4pp | 47.52%+38.5pp | 41.45%+44.6pp |
| Employer contribution / active EE | $384 | $5,170-92.6% | $4,617-91.7% | $4,869-92.1% |
| Participant deferral / active EE | $2,743 | $6,343-56.7% | $5,984-54.2% | $5,287-48.1% |
| Admin fee / account holder | $14 | $9,817-99.9% | $8,357-99.8% | $10,132-99.9% |