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 | $26,886 | $217,402-87.6% | $185,823-85.5% | $167,490-83.9% |
| Participation rate | 60.0% | 86.0%-26.0pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 9.92% | 148.36%-138.4pp | 122.05%-112.1pp | 478.56%-468.6pp |
| Employer contribution / active EE | $1,133 | $5,873-80.7% | $5,167-78.1% | $4,837-76.6% |
| Participant deferral / active EE | $7,307 | $6,356+15.0% | $5,568+31.2% | $6,341+15.2% |
| Admin fee / account holder | $152 | $19,811-99.2% | $16,237-99.1% | $12,309-98.8% |