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 | $12,986 | $127,386-89.8% | $115,037-88.7% | $125,391-89.6% |
| Participation rate | 68.8% | 84.2%-15.4pp | 81.4%-12.6pp | 83.2%-14.4pp |
| Annual return | -2.72% | 31.28%-34.0pp | 26.14%-28.9pp | 282.22%-284.9pp |
| Employer contribution / active EE | $691 | $5,166-86.6% | $4,608-85.0% | $4,866-85.8% |
| Participant deferral / active EE | $2,410 | $6,423-62.5% | $6,026-60.0% | $5,352-55.0% |
| Admin fee / account holder | $34 | $9,516-99.6% | $8,175-99.6% | $9,540-99.6% |