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 | $7,440 | $105,931-93.0% | $81,930-90.9% | $158,922-95.3% |
| Participation rate | 31.3% | 75.6%-44.4pp | 72.0%-40.7pp | 82.0%-50.7pp |
| Annual return | 59.23% | 38.17%+21.1pp | 29.49%+29.7pp | 302.83%-243.6pp |
| Employer contribution / active EE | $171 | $7,800-97.8% | $4,310-96.0% | $4,761-96.4% |
| Participant deferral / active EE | $1,281 | $13,003-90.1% | $7,107-82.0% | $5,982-78.6% |
| Admin fee / account holder | $19 | $8,489-99.8% | $5,158-99.6% | $11,246-99.8% |