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 | $7,573 | $55,472-86.3% | $155,567-95.1% | $74,546-89.8% |
| Participation rate | 20.9% | 61.9%-41.0pp | 78.2%-57.3pp | 67.2%-46.3pp |
| Annual return | 15.38% | 268.72%-253.3pp | 64.74%-49.4pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $229 | $2,269-89.9% | $4,674-95.1% | $2,624-91.3% |
| Participant deferral / active EE | $867 | $2,838-69.4% | $5,628-84.6% | $4,347-80.0% |
| Admin fee / account holder | $107 | $1,743-93.9% | $15,916-99.3% | $1,944-94.5% |