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 5-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 | $15,192 | $183,519-91.7% | $155,509-90.2% | $145,922-89.6% |
| Participation rate | 47.1% | 82.7%-35.6pp | 78.2%-31.1pp | 80.3%-33.2pp |
| Annual return | 19.92% | 61.17%-41.2pp | 64.67%-44.7pp | 561.29%-541.4pp |
| Employer contribution / active EE | $484 | $5,313-90.9% | $4,672-89.6% | $4,660-89.6% |
| Participant deferral / active EE | $2,870 | $6,462-55.6% | $5,626-49.0% | $6,688-57.1% |
| Admin fee / account holder | $8 | $19,313-100.0% | $15,912-100.0% | $13,397-99.9% |