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 | $9,832 | $55,002-82.1% | $59,878-83.6% | $56,287-82.5% |
| Participation rate | 54.0% | 75.9%-21.9pp | 74.7%-20.7pp | 69.9%-15.9pp |
| Annual return | 13.15% | 1.13%+12.0pp | 3.46%+9.7pp | -9.96%+23.1pp |
| Employer contribution / active EE | $485 | $2,448-80.2% | $2,722-82.2% | $2,111-77.0% |
| Participant deferral / active EE | $2,506 | $3,121-19.7% | $3,402-26.3% | $3,350-25.2% |
| Admin fee / account holder | $281 | $236+19.0% | $3,590-92.2% | $521-46.1% |