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 | $27,854 | $181,894-84.7% | $156,549-82.2% | $273,961-89.8% |
| Participation rate | 29.4% | 88.4%-59.0pp | 84.0%-54.6pp | 83.0%-53.6pp |
| Annual return | 10.72% | 30.74%-20.0pp | 32.23%-21.5pp | 41.45%-30.7pp |
| Employer contribution / active EE | $953 | $6,248-84.7% | $5,501-82.7% | $4,869-80.4% |
| Participant deferral / active EE | $2,574 | $5,550-53.6% | $4,871-47.2% | $5,287-51.3% |
| Admin fee / account holder | $34 | $15,559-99.8% | $13,027-99.7% | $10,132-99.7% |