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 | $16,316 | $148,534-89.0% | $135,903-88.0% | $139,434-88.3% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 121.18% | 79.19%+42.0pp | 68.23%+53.0pp | 372.94%-251.8pp |
| Employer contribution / active EE | $584 | $5,243-88.9% | $4,856-88.0% | $4,751-87.7% |
| Participant deferral / active EE | $10,084 | $8,100+24.5% | $7,758+30.0% | $6,710+50.3% |
| Admin fee / account holder | $300 | $12,400-97.6% | $10,762-97.2% | $11,403-97.4% |