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 | $11,809 | $66,764-82.3% | $88,497-86.7% | $62,891-81.2% |
| Participation rate | 27.7% | 77.3%-49.6pp | 82.4%-54.7pp | 69.3%-41.6pp |
| Annual return | 13.01% | 10.37%+2.6pp | 7.63%+5.4pp | 20.14%-7.1pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $4,036-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,883 | $3,976-52.6% | $4,899-61.6% | $3,203-41.2% |
| Admin fee / account holder | $52 | $4,668-98.9% | $6,220-99.2% | $4,296-98.8% |