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 | $5,636 | $161,352-96.5% | $134,172-95.8% | $137,256-95.9% |
| Participation rate | 57.1% | 78.3%-21.1pp | 72.5%-15.3pp | 80.0%-22.8pp |
| Annual return | 65.75% | 28.72%+37.0pp | 25.30%+40.4pp | 220.34%-154.6pp |
| Employer contribution / active EE | $707 | $4,099-82.7% | $3,420-79.3% | $4,156-83.0% |
| Participant deferral / active EE | $1,433 | $5,552-74.2% | $4,690-69.4% | $6,407-77.6% |
| Admin fee / account holder | $31 | $15,028-99.8% | $12,016-99.7% | $12,270-99.7% |