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 | $5,546 | $48,795-88.6% | $65,493-91.5% | $84,808-93.5% |
| Participation rate | 59.6% | 67.0%-7.4pp | 73.1%-13.5pp | 68.3%-8.7pp |
| Annual return | 30.46% | 20.20%+10.3pp | 982.45%-952.0pp | 40.90%-10.4pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,378 | $2,928-52.9% | $3,961-65.2% | $4,212-67.3% |
| Admin fee / account holder | $197 | $3,877-94.9% | $5,028-96.1% | $7,344-97.3% |