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 7-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 | $1,109 | $127,264-99.1% | $109,895-99.0% | $167,490-99.3% |
| Participation rate | 68.8% | 77.9%-9.1pp | 74.2%-5.5pp | 82.1%-13.4pp |
| Annual return | 13.24% | 22.97%-9.7pp | 29.45%-16.2pp | 478.56%-465.3pp |
| Employer contribution / active EE | $130 | $3,322-96.1% | $2,842-95.4% | $4,837-97.3% |
| Participant deferral / active EE | $1,662 | $4,514-63.2% | $4,048-58.9% | $6,341-73.8% |
| Admin fee / account holder | $128 | $7,114-98.2% | $6,066-97.9% | $12,309-99.0% |