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 | $2,829 | $112,096-97.5% | $95,952-97.1% | $158,922-98.2% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 221.90% | 171.09%+50.8pp | 91.61%+130.3pp | 302.83%-80.9pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,101 | $4,784-56.1% | $4,167-49.6% | $5,982-64.9% |
| Admin fee / account holder | $289 | $10,130-97.1% | $6,795-95.7% | $11,246-97.4% |