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 | $9,572 | $116,175-91.8% | $93,606-89.8% | $152,861-93.7% |
| Participation rate | 35.0% | 78.0%-43.0pp | 75.8%-40.8pp | 82.4%-47.4pp |
| Annual return | 16.18% | 35.96%-19.8pp | 32.76%-16.6pp | 345.32%-329.1pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,478 | $4,603-67.9% | $4,069-63.7% | $5,850-74.7% |
| Admin fee / account holder | $154 | $10,748-98.6% | $7,888-98.0% | $11,596-98.7% |