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 | $2,268 | $39,122-94.2% | $57,179-96.0% | $62,891-96.4% |
| Participation rate | 67.9% | 70.5%-2.6pp | 75.3%-7.5pp | 69.3%-1.4pp |
| Annual return | 10.55% | 9.23%+1.3pp | 14.59%-4.0pp | 20.14%-9.6pp |
| Employer contribution / active EE | $202 | $1,874-89.2% | $2,682-92.5% | $2,281-91.1% |
| Participant deferral / active EE | $856 | $2,374-63.9% | $3,096-72.3% | $3,203-73.3% |
| Admin fee / account holder | $34 | $2,592-98.7% | $3,139-98.9% | $4,296-99.2% |