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 10-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 | $24,724 | $144,119-82.8% | $117,854-79.0% | $147,584-83.2% |
| Participation rate | 69.2% | 83.4%-14.2pp | 79.7%-10.4pp | 82.8%-13.6pp |
| Annual return | 16.53% | 531.15%-514.6pp | 335.08%-318.5pp | 578.55%-562.0pp |
| Employer contribution / active EE | $434 | $4,896-91.1% | $3,786-88.5% | $4,876-91.1% |
| Participant deferral / active EE | $1,843 | $5,316-65.3% | $4,482-58.9% | $5,439-66.1% |
| Admin fee / account holder | $297 | $10,886-97.3% | $8,020-96.3% | $10,885-97.3% |