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 | $8,840 | $45,035-80.4% | $62,995-86.0% | $70,131-87.4% |
| Participation rate | 45.9% | 69.5%-23.6pp | 74.8%-28.9pp | 69.5%-23.7pp |
| Annual return | 17.86% | 18.76%-0.9pp | 87.57%-69.7pp | 73.14%-55.3pp |
| Employer contribution / active EE | $235 | $2,051-88.5% | $2,759-91.5% | $2,342-90.0% |
| Participant deferral / active EE | $792 | $2,465-67.9% | $3,329-76.2% | $3,332-76.2% |
| Admin fee / account holder | $176 | $2,834-93.8% | $3,600-95.1% | $4,645-96.2% |