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 | $15,999 | $115,770-86.2% | $101,248-84.2% | $158,922-89.9% |
| Participation rate | 28.6% | 79.4%-50.8pp | 75.8%-47.2pp | 82.0%-53.4pp |
| Annual return | 35.66% | 56.14%-20.5pp | 46.47%-10.8pp | 302.83%-267.2pp |
| Employer contribution / active EE | $567 | $4,175-86.4% | $3,660-84.5% | $4,761-88.1% |
| Participant deferral / active EE | $1,626 | $4,957-67.2% | $4,370-62.8% | $5,982-72.8% |
| Admin fee / account holder | $106 | $7,245-98.5% | $5,945-98.2% | $11,246-99.1% |