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 | $11,674 | $60,349-80.7% | $74,183-84.3% | $62,891-81.4% |
| Participation rate | 51.3% | 72.7%-21.4pp | 76.6%-25.3pp | 69.3%-18.0pp |
| Annual return | 23.00% | 21.37%+1.6pp | 17.74%+5.3pp | 20.14%+2.9pp |
| Employer contribution / active EE | $213 | $1,680-87.3% | $2,370-91.0% | $2,281-90.7% |
| Participant deferral / active EE | $2,291 | $2,856-19.8% | $3,550-35.5% | $3,203-28.5% |
| Admin fee / account holder | $163 | $4,261-96.2% | $5,586-97.1% | $4,296-96.2% |