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 | $10,364 | $99,341-89.6% | $84,750-87.8% | $273,961-96.2% |
| Participation rate | 36.4% | 80.7%-44.3pp | 76.6%-40.2pp | 83.0%-46.7pp |
| Annual return | 6.59% | 22.93%-16.3pp | 22.78%-16.2pp | 41.45%-34.9pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,468 | $4,269-65.6% | $3,712-60.4% | $5,287-72.2% |
| Admin fee / account holder | $117 | $6,644-98.2% | $5,332-97.8% | $10,132-98.8% |