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 3-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 | $10,906 | $60,261-81.9% | $81,783-86.7% | $74,546-85.4% |
| Participation rate | 34.2% | 62.9%-28.7pp | 72.4%-38.2pp | 67.2%-33.0pp |
| Annual return | 14.62% | 16.88%-2.3pp | 775.05%-760.4pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $303 | $2,622-88.4% | $2,913-89.6% | $2,624-88.4% |
| Participant deferral / active EE | $1,003 | $3,388-70.4% | $4,320-76.8% | $4,347-76.9% |
| Admin fee / account holder | $33 | $1,482-97.8% | $7,380-99.6% | $1,944-98.3% |