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 | $3,729 | $77,634-95.2% | $156,549-97.6% | $62,891-94.1% |
| Participation rate | 40.7% | 71.2%-30.5pp | 84.0%-43.3pp | 69.3%-28.6pp |
| Annual return | 12.44% | 50.32%-37.9pp | 32.23%-19.8pp | 20.14%-7.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,099 | $3,045-63.9% | $4,871-77.4% | $3,203-65.7% |
| Admin fee / account holder | $23 | $5,561-99.6% | $13,027-99.8% | $4,296-99.5% |