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 4-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 | $6,843 | $117,983-94.2% | $101,794-93.3% | $142,382-95.2% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.2%-6.7pp | 80.1%-17.6pp |
| Annual return | 22.08% | 36.92%-14.8pp | 30.53%-8.4pp | 217.08%-195.0pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,721 | $4,714-63.5% | $4,084-57.9% | $6,507-73.6% |
| Admin fee / account holder | $291 | $10,433-97.2% | $8,777-96.7% | $12,624-97.7% |