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 9-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 | $12,654 | $65,041-80.5% | $90,951-86.1% | $79,858-84.2% |
| Participation rate | 23.5% | 61.6%-38.1pp | 69.0%-45.5pp | 69.6%-46.1pp |
| Annual return | 16.32% | 30.45%-14.1pp | 134.60%-118.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $214 | $1,247-82.8% | $2,122-89.9% | $2,471-91.3% |
| Participant deferral / active EE | $1,307 | $2,512-48.0% | $3,373-61.2% | $3,740-65.0% |
| Admin fee / account holder | $211 | $4,536-95.4% | $5,959-96.5% | $5,306-96.0% |