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 | $8,954 | $104,251-91.4% | $91,001-90.2% | $147,584-93.9% |
| Participation rate | 33.3% | 78.2%-44.9pp | 75.6%-42.3pp | 82.8%-49.5pp |
| Annual return | 28.03% | 27.06%+1.0pp | 4.60%+23.4pp | 578.55%-550.5pp |
| Employer contribution / active EE | $333 | $3,116-89.3% | $2,456-86.4% | $4,876-93.2% |
| Participant deferral / active EE | $1,137 | $4,195-72.9% | $3,547-67.9% | $5,439-79.1% |
| Admin fee / account holder | $28 | $8,948-99.7% | $5,417-99.5% | $10,885-99.7% |