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 | $19,506 | $78,422-75.1% | $95,952-79.7% | $79,858-75.6% |
| Participation rate | 50.0% | 73.5%-23.5pp | 77.1%-27.1pp | 69.6%-19.6pp |
| Annual return | 21.51% | 19.37%+2.1pp | 91.61%-70.1pp | 31.71%-10.2pp |
| Employer contribution / active EE | $324 | $1,945-83.3% | $2,541-87.2% | $2,471-86.9% |
| Participant deferral / active EE | $3,073 | $3,440-10.7% | $4,167-26.3% | $3,740-17.8% |
| Admin fee / account holder | $84 | $5,622-98.5% | $6,795-98.8% | $5,306-98.4% |