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 8-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 | $18,782 | $202,318-90.7% | $172,739-89.1% | $152,861-87.7% |
| Participation rate | 43.5% | 87.1%-43.6pp | 82.6%-39.2pp | 82.4%-39.0pp |
| Annual return | 26.39% | 1029.65%-1003.3pp | 802.84%-776.5pp | 345.32%-318.9pp |
| Employer contribution / active EE | $921 | $5,856-84.3% | $5,143-82.1% | $4,762-80.7% |
| Participant deferral / active EE | $3,626 | $5,948-39.0% | $5,198-30.2% | $5,850-38.0% |
| Admin fee / account holder | $103 | $17,109-99.4% | $13,954-99.3% | $11,596-99.1% |