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 | $4,921 | $210,648-97.7% | $177,989-97.2% | $145,922-96.6% |
| Participation rate | 64.3% | 80.8%-16.5pp | 77.1%-12.8pp | 80.3%-16.0pp |
| Annual return | 25.25% | 385.86%-360.6pp | 294.48%-269.2pp | 561.29%-536.0pp |
| Employer contribution / active EE | $573 | $4,565-87.4% | $3,949-85.5% | $4,660-87.7% |
| Participant deferral / active EE | $1,462 | $6,958-79.0% | $6,276-76.7% | $6,688-78.1% |
| Admin fee / account holder | $159 | $12,013-98.7% | $10,363-98.5% | $13,397-98.8% |