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 9-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 | $13,896 | $43,723-68.2% | $121,196-88.5% | $64,186-78.4% |
| Participation rate | 22.4% | 58.3%-35.9pp | 71.7%-49.3pp | 69.6%-47.2pp |
| Annual return | 12.26% | 68.91%-56.7pp | 16.93%-4.7pp | 7.63%+4.6pp |
| Employer contribution / active EE | $115 | $1,296-91.1% | $4,022-97.1% | $2,381-95.2% |
| Participant deferral / active EE | $958 | $2,280-58.0% | $3,344-71.3% | $3,470-72.4% |
| Admin fee / account holder | $40 | $3,501-98.9% | $5,019-99.2% | $4,888-99.2% |