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 | $15,591 | $171,865-90.9% | $149,718-89.6% | $147,584-89.4% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 159.47% | 2113.22%-1953.7pp | 1501.63%-1342.2pp | 578.55%-419.1pp |
| Employer contribution / active EE | $776 | $6,275-87.6% | $5,445-85.8% | $4,876-84.1% |
| Participant deferral / active EE | $4,351 | $7,271-40.2% | $6,569-33.8% | $5,439-20.0% |
| Admin fee / account holder | $141 | $13,799-99.0% | $11,283-98.8% | $10,885-98.7% |