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 | $10,569 | $172,111-93.9% | $150,298-93.0% | $137,256-92.3% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 28.97% | 69.37%-40.4pp | 62.79%-33.8pp | 220.34%-191.4pp |
| Employer contribution / active EE | $457 | $4,636-90.1% | $4,154-89.0% | $4,156-89.0% |
| Participant deferral / active EE | $1,640 | $6,166-73.4% | $5,453-69.9% | $6,407-74.4% |
| Admin fee / account holder | $29 | $16,471-99.8% | $14,116-99.8% | $12,270-99.8% |