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 | $6,737 | $77,634-91.3% | $156,549-95.7% | $62,891-89.3% |
| Participation rate | 30.6% | 71.2%-40.6pp | 84.0%-53.4pp | 69.3%-38.7pp |
| Annual return | 12.98% | 50.32%-37.3pp | 32.23%-19.2pp | 20.14%-7.2pp |
| Employer contribution / active EE | $34 | $3,444-99.0% | $5,501-99.4% | $2,281-98.5% |
| Participant deferral / active EE | $1,102 | $3,045-63.8% | $4,871-77.4% | $3,203-65.6% |
| Admin fee / account holder | $51 | $5,561-99.1% | $13,027-99.6% | $4,296-98.8% |