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 4-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 | $11,649 | $110,257-89.4% | $96,544-87.9% | $139,434-91.6% |
| Participation rate | 21.4% | 78.1%-56.7pp | 76.0%-54.5pp | 80.3%-58.9pp |
| Annual return | 65.88% | 26.32%+39.6pp | 25.84%+40.0pp | 372.94%-307.1pp |
| Employer contribution / active EE | $89 | $3,620-97.5% | $2,965-97.0% | $4,751-98.1% |
| Participant deferral / active EE | $1,974 | $5,548-64.4% | $4,851-59.3% | $6,710-70.6% |
| Admin fee / account holder | $59 | $11,591-99.5% | $8,252-99.3% | $11,403-99.5% |