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 | $3,554 | $105,630-96.6% | $87,507-95.9% | $273,961-98.7% |
| Participation rate | 47.1% | 78.2%-31.1pp | 73.8%-26.8pp | 83.0%-36.0pp |
| Annual return | 5.61% | 12.25%-6.6pp | 12.21%-6.6pp | 41.45%-35.8pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $985 | $3,601-72.6% | $3,149-68.7% | $5,287-81.4% |
| Admin fee / account holder | $186 | $4,781-96.1% | $4,221-95.6% | $10,132-98.2% |