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 | $4,657 | $46,869-90.1% | $122,332-96.2% | $70,131-93.4% |
| Participation rate | 45.7% | 58.2%-12.5pp | 71.6%-25.9pp | 69.5%-23.8pp |
| Annual return | 19.05% | 24.22%-5.2pp | 30.27%-11.2pp | 73.14%-54.1pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,171 | $2,166-45.9% | $3,287-64.4% | $3,332-64.8% |
| Admin fee / account holder | $221 | $3,322-93.3% | $5,478-96.0% | $4,645-95.2% |