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 | $17,350 | $100,041-82.7% | $149,718-88.4% | $70,131-75.3% |
| Participation rate | 55.6% | 83.6%-28.0pp | 87.1%-31.5pp | 69.5%-14.0pp |
| Annual return | 19.65% | 27.43%-7.8pp | 1501.63%-1482.0pp | 73.14%-53.5pp |
| Employer contribution / active EE | $423 | $3,662-88.5% | $5,445-92.2% | $2,342-82.0% |
| Participant deferral / active EE | $3,075 | $4,983-38.3% | $6,569-53.2% | $3,332-7.7% |
| Admin fee / account holder | $123 | $8,286-98.5% | $11,283-98.9% | $4,645-97.4% |