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 6-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 | $24,073 | $80,968-70.3% | $96,544-75.1% | $75,163-68.0% |
| Participation rate | 48.3% | 71.8%-23.5pp | 76.0%-27.7pp | 67.2%-18.9pp |
| Annual return | 23.20% | 27.06%-3.9pp | 25.84%-2.6pp | 160.62%-137.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,411 | $3,928-38.6% | $4,851-50.3% | $4,125-41.6% |
| Admin fee / account holder | $248 | $6,724-96.3% | $8,252-97.0% | $5,651-95.6% |