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 | $6,190 | $131,829-95.3% | $108,579-94.3% | $273,961-97.7% |
| Participation rate | 57.9% | 83.5%-25.6pp | 79.6%-21.7pp | 83.0%-25.1pp |
| Annual return | 19.21% | -91.57%+110.8pp | -51.70%+70.9pp | 41.45%-22.2pp |
| Employer contribution / active EE | $699 | $4,912-85.8% | $3,758-81.4% | $4,869-85.7% |
| Participant deferral / active EE | $1,879 | $5,127-63.4% | $4,311-56.4% | $5,287-64.5% |
| Admin fee / account holder | $260 | $10,252-97.5% | $7,645-96.6% | $10,132-97.4% |