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 | $12,627 | $131,829-90.4% | $108,579-88.4% | $273,961-95.4% |
| Participation rate | 54.5% | 83.5%-28.9pp | 79.6%-25.0pp | 83.0%-28.5pp |
| Annual return | 4.31% | -91.57%+95.9pp | -51.70%+56.0pp | 41.45%-37.1pp |
| Employer contribution / active EE | $775 | $4,912-84.2% | $3,758-79.4% | $4,869-84.1% |
| Participant deferral / active EE | $3,523 | $5,127-31.3% | $4,311-18.3% | $5,287-33.4% |
| Admin fee / account holder | $286 | $10,252-97.2% | $7,645-96.3% | $10,132-97.2% |