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 5-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 | $29,530 | $209,832-85.9% | $189,513-84.4% | $167,490-82.4% |
| Participation rate | 63.6% | 88.7%-25.0pp | 87.8%-24.2pp | 82.1%-18.5pp |
| Annual return | 25.70% | 748.27%-722.6pp | 555.15%-529.5pp | 478.56%-452.9pp |
| Employer contribution / active EE | $1,173 | $6,914-83.0% | $6,162-81.0% | $4,837-75.7% |
| Participant deferral / active EE | $7,323 | $8,935-18.0% | $8,221-10.9% | $6,341+15.5% |
| Admin fee / account holder | $89 | $14,293-99.4% | $12,045-99.3% | $12,309-99.3% |