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 | $5,049 | $90,348-94.4% | $75,972-93.4% | $145,922-96.5% |
| Participation rate | 69.2% | 74.5%-5.2pp | 69.1%+0.2pp | 80.3%-11.0pp |
| Annual return | 15.18% | 620.88%-605.7pp | 359.55%-344.4pp | 561.29%-546.1pp |
| Employer contribution / active EE | $382 | $3,311-88.5% | $2,685-85.8% | $4,660-91.8% |
| Participant deferral / active EE | $1,630 | $5,162-68.4% | $4,255-61.7% | $6,688-75.6% |
| Admin fee / account holder | $41 | $8,467-99.5% | $6,467-99.4% | $13,397-99.7% |