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 | $16,231 | $56,054-71.0% | $171,082-90.5% | $62,891-74.2% |
| Participation rate | 60.3% | 62.9%-2.6pp | 76.7%-16.4pp | 69.3%-9.0pp |
| Annual return | 7.48% | 22.52%-15.0pp | 32.56%-25.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $254 | $1,731-85.3% | $4,002-93.7% | $2,281-88.9% |
| Participant deferral / active EE | $1,529 | $3,158-51.6% | $4,797-68.1% | $3,203-52.3% |
| Admin fee / account holder | $261 | $3,647-92.8% | $8,520-96.9% | $4,296-93.9% |