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 4-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 | $2,910 | $148,534-98.0% | $135,903-97.9% | $139,434-97.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 38.99% | 79.19%-40.2pp | 68.23%-29.2pp | 372.94%-334.0pp |
| Employer contribution / active EE | $59 | $5,243-98.9% | $4,856-98.8% | $4,751-98.8% |
| Participant deferral / active EE | $3,154 | $8,100-61.1% | $7,758-59.3% | $6,710-53.0% |
| Admin fee / account holder | $178 | $12,400-98.6% | $10,762-98.3% | $11,403-98.4% |