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 8-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 | $4,414 | $45,073-90.2% | $69,455-93.6% | $72,985-94.0% |
| Participation rate | 41.2% | 68.5%-27.3pp | 74.6%-33.4pp | 69.5%-28.3pp |
| Annual return | 22.62% | 22.65%0pp | 28.97%-6.4pp | 81.00%-58.4pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,333 | $2,602-48.8% | $3,535-62.3% | $3,607-63.0% |
| Admin fee / account holder | $135 | $3,056-95.6% | $3,839-96.5% | $5,124-97.4% |