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 | $14,615 | $110,257-86.7% | $96,544-84.9% | $139,434-89.5% |
| Participation rate | 61.5% | 78.1%-16.6pp | 76.0%-14.4pp | 80.3%-18.8pp |
| Annual return | 14.89% | 26.32%-11.4pp | 25.84%-11.0pp | 372.94%-358.1pp |
| Employer contribution / active EE | $804 | $3,620-77.8% | $2,965-72.9% | $4,751-83.1% |
| Participant deferral / active EE | $2,686 | $5,548-51.6% | $4,851-44.6% | $6,710-60.0% |
| Admin fee / account holder | $265 | $11,591-97.7% | $8,252-96.8% | $11,403-97.7% |