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 | $16,441 | $181,894-91.0% | $156,549-89.5% | $273,961-94.0% |
| Participation rate | 52.9% | 88.4%-35.4pp | 84.0%-31.1pp | 83.0%-30.1pp |
| Annual return | 10.96% | 30.74%-19.8pp | 32.23%-21.3pp | 41.45%-30.5pp |
| Employer contribution / active EE | $1,100 | $6,248-82.4% | $5,501-80.0% | $4,869-77.4% |
| Participant deferral / active EE | $2,238 | $5,550-59.7% | $4,871-54.1% | $5,287-57.7% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |