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 | $6,427 | $84,233-92.4% | $170,442-96.2% | $70,131-90.8% |
| Participation rate | 37.0% | 70.8%-33.8pp | 83.6%-46.6pp | 69.5%-32.5pp |
| Annual return | 22.68% | 23.06%-0.4pp | 205.93%-183.3pp | 73.14%-50.5pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,108 | $3,086-64.1% | $4,939-77.6% | $3,332-66.7% |
| Admin fee / account holder | $158 | $5,698-97.2% | $13,880-98.9% | $4,645-96.6% |