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 | $4,217 | $136,307-96.9% | $106,619-96.0% | $273,961-98.5% |
| Participation rate | 52.4% | 84.8%-32.4pp | 78.0%-25.6pp | 83.0%-30.6pp |
| Annual return | 74.56% | 11.05%+63.5pp | 9.42%+65.1pp | 41.45%+33.1pp |
| Employer contribution / active EE | $702 | $5,190-86.5% | $3,947-82.2% | $4,869-85.6% |
| Participant deferral / active EE | $1,398 | $4,969-71.9% | $3,930-64.4% | $5,287-73.6% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |