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 | $12,436 | $57,354-78.3% | $83,848-85.2% | $64,186-80.6% |
| Participation rate | 47.1% | 68.6%-21.5pp | 76.1%-29.1pp | 69.6%-22.5pp |
| Annual return | 21.75% | 11.38%+10.4pp | 850.88%-829.1pp | 7.63%+14.1pp |
| Employer contribution / active EE | $255 | $2,545-90.0% | $3,631-93.0% | $2,381-89.3% |
| Participant deferral / active EE | $1,625 | $2,993-45.7% | $4,082-60.2% | $3,470-53.2% |
| Admin fee / account holder | $26 | $4,046-99.4% | $5,478-99.5% | $4,888-99.5% |