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 | $12,819 | $58,512-78.1% | $84,015-84.7% | $72,985-82.4% |
| Participation rate | 51.2% | 61.2%-10.0pp | 69.0%-17.8pp | 69.5%-18.3pp |
| Annual return | 23.36% | 28.93%-5.6pp | 71.31%-48.0pp | 81.00%-57.6pp |
| Employer contribution / active EE | $51 | $1,163-95.6% | $1,983-97.4% | $2,440-97.9% |
| Participant deferral / active EE | $1,725 | $2,394-27.9% | $3,239-46.7% | $3,607-52.2% |
| Admin fee / account holder | $295 | $4,569-93.5% | $6,101-95.2% | $5,124-94.2% |