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 9-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 | $5,574 | $72,277-92.3% | $101,248-94.5% | $79,858-93.0% |
| Participation rate | 69.4% | 68.5%+1.0pp | 75.8%-6.4pp | 69.6%-0.2pp |
| Annual return | 20.52% | 22.30%-1.8pp | 46.47%-26.0pp | 31.71%-11.2pp |
| Employer contribution / active EE | $441 | $2,692-83.6% | $3,660-88.0% | $2,471-82.2% |
| Participant deferral / active EE | $1,418 | $3,282-56.8% | $4,370-67.5% | $3,740-62.1% |
| Admin fee / account holder | $165 | $4,400-96.3% | $5,945-97.2% | $5,306-96.9% |