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 | $2,216 | $202,432-98.9% | $169,368-98.7% | $139,434-98.4% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 19.24% | 531.74%-512.5pp | 405.60%-386.4pp | 372.94%-353.7pp |
| Employer contribution / active EE | $303 | $4,692-93.5% | $4,013-92.4% | $4,751-93.6% |
| Participant deferral / active EE | $1,520 | $6,938-78.1% | $6,221-75.6% | $6,710-77.3% |
| Admin fee / account holder | $56 | $10,708-99.5% | $9,003-99.4% | $11,403-99.5% |