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 | $18,770 | $185,822-89.9% | $169,993-89.0% | $139,434-86.5% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 374.32% | 60.50%+313.8pp | 53.37%+321.0pp | 372.94%+1.4pp |
| Employer contribution / active EE | $575 | $7,590-92.4% | $6,785-91.5% | $4,751-87.9% |
| Participant deferral / active EE | $10,300 | $11,622-11.4% | $10,408-1.0% | $6,710+53.5% |
| Admin fee / account holder | $83 | $15,381-99.5% | $12,815-99.4% | $11,403-99.3% |