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 | $8,545 | $76,367-88.8% | $93,606-90.9% | $72,985-88.3% |
| Participation rate | 46.2% | 71.7%-25.6pp | 75.8%-29.7pp | 69.5%-23.3pp |
| Annual return | 27.79% | 25.82%+2.0pp | 32.76%-5.0pp | 81.00%-53.2pp |
| Employer contribution / active EE | $288 | $2,275-87.4% | $2,718-89.4% | $2,440-88.2% |
| Participant deferral / active EE | $1,875 | $3,538-47.0% | $4,069-53.9% | $3,607-48.0% |
| Admin fee / account holder | $104 | $6,838-98.5% | $7,888-98.7% | $5,124-98.0% |