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 | $10,802 | $64,480-83.2% | $81,382-86.7% | $80,856-86.6% |
| Participation rate | 69.7% | 63.9%+5.9pp | 69.5%+0.3pp | 67.6%+2.1pp |
| Annual return | 12.53% | 16.34%-3.8pp | 24.73%-12.2pp | 35.59%-23.1pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,873 | $3,094-39.5% | $3,883-51.8% | $4,296-56.4% |
| Admin fee / account holder | $22 | $5,671-99.6% | $5,768-99.6% | $6,918-99.7% |