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 8-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 | $5,799 | $77,419-92.5% | $69,455-91.7% | $152,861-96.2% |
| Participation rate | 31.8% | 78.1%-46.3pp | 74.6%-42.8pp | 82.4%-50.6pp |
| Annual return | 37.47% | 39.06%-1.6pp | 28.97%+8.5pp | 345.32%-307.9pp |
| Employer contribution / active EE | $326 | $3,315-90.2% | $2,779-88.3% | $4,762-93.2% |
| Participant deferral / active EE | $1,185 | $4,414-73.1% | $3,535-66.5% | $5,850-79.7% |
| Admin fee / account holder | $19 | $6,207-99.7% | $3,839-99.5% | $11,596-99.8% |