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 | $23,177 | $209,411-88.9% | $178,490-87.0% | $158,922-85.4% |
| Participation rate | 28.6% | 86.3%-57.8pp | 81.9%-53.4pp | 82.0%-53.4pp |
| Annual return | 99.02% | 188.75%-89.7pp | 151.07%-52.0pp | 302.83%-203.8pp |
| Employer contribution / active EE | $338 | $5,706-94.1% | $5,011-93.2% | $4,761-92.9% |
| Participant deferral / active EE | $3,302 | $5,954-44.5% | $5,202-36.5% | $5,982-44.8% |
| Admin fee / account holder | $60 | $17,074-99.6% | $13,984-99.6% | $11,246-99.5% |