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 | $11,189 | $84,233-86.7% | $170,442-93.4% | $70,131-84.0% |
| Participation rate | 62.1% | 70.8%-8.8pp | 83.6%-21.5pp | 69.5%-7.5pp |
| Annual return | 29.69% | 23.06%+6.6pp | 205.93%-176.2pp | 73.14%-43.5pp |
| Employer contribution / active EE | $23 | $3,387-99.3% | $5,433-99.6% | $2,342-99.0% |
| Participant deferral / active EE | $2,640 | $3,086-14.4% | $4,939-46.5% | $3,332-20.7% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |