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 6-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 | $17,948 | $176,056-89.8% | $159,436-88.7% | $167,490-89.3% |
| Participation rate | 45.5% | 84.9%-39.5pp | 82.8%-37.4pp | 82.1%-36.7pp |
| Annual return | 19.09% | 331.75%-312.7pp | 263.57%-244.5pp | 478.56%-459.5pp |
| Employer contribution / active EE | $370 | $5,297-93.0% | $4,829-92.3% | $4,837-92.3% |
| Participant deferral / active EE | $6,014 | $7,750-22.4% | $7,352-18.2% | $6,341-5.2% |
| Admin fee / account holder | $128 | $12,554-99.0% | $10,799-98.8% | $12,309-99.0% |