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 10-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 | $22,394 | $144,119-84.5% | $117,854-81.0% | $147,584-84.8% |
| Participation rate | 42.9% | 83.4%-40.6pp | 79.7%-36.8pp | 82.8%-40.0pp |
| Annual return | 18.89% | 531.15%-512.3pp | 335.08%-316.2pp | 578.55%-559.7pp |
| Employer contribution / active EE | $840 | $4,896-82.8% | $3,786-77.8% | $4,876-82.8% |
| Participant deferral / active EE | $5,326 | $5,316+0.2% | $4,482+18.8% | $5,439-2.1% |
| Admin fee / account holder | $158 | $10,886-98.5% | $8,020-98.0% | $10,885-98.5% |