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 | $11,552 | $148,534-92.2% | $135,903-91.5% | $139,434-91.7% |
| Participation rate | 44.4% | 83.9%-39.4pp | 81.9%-37.5pp | 80.3%-35.9pp |
| Annual return | 79.01% | 79.19%-0.2pp | 68.23%+10.8pp | 372.94%-293.9pp |
| Employer contribution / active EE | $916 | $5,243-82.5% | $4,856-81.1% | $4,751-80.7% |
| Participant deferral / active EE | $2,559 | $8,100-68.4% | $7,758-67.0% | $6,710-61.9% |
| Admin fee / account holder | $43 | $12,400-99.7% | $10,762-99.6% | $11,403-99.6% |