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 3-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 | $13,874 | $110,257-87.4% | $96,544-85.6% | $139,434-90.0% |
| Participation rate | 44.4% | 78.1%-33.6pp | 76.0%-31.5pp | 80.3%-35.9pp |
| Annual return | 114.92% | 26.32%+88.6pp | 25.84%+89.1pp | 372.94%-258.0pp |
| Employer contribution / active EE | $556 | $3,620-84.6% | $2,965-81.2% | $4,751-88.3% |
| Participant deferral / active EE | $3,408 | $5,548-38.6% | $4,851-29.7% | $6,710-49.2% |
| Admin fee / account holder | $19 | $11,591-99.8% | $8,252-99.8% | $11,403-99.8% |