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 | $7,068 | $45,035-84.3% | $62,995-88.8% | $70,131-89.9% |
| Participation rate | 23.1% | 69.5%-46.4pp | 74.8%-51.7pp | 69.5%-46.5pp |
| Annual return | 52.27% | 18.76%+33.5pp | 87.57%-35.3pp | 73.14%-20.9pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,361 | $2,465-44.8% | $3,329-59.1% | $3,332-59.2% |
| Admin fee / account holder | $29 | $2,834-99.0% | $3,600-99.2% | $4,645-99.4% |