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 7-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 | $4,263 | $72,277-94.1% | $101,248-95.8% | $79,858-94.7% |
| Participation rate | 55.2% | 68.5%-13.2pp | 75.8%-20.6pp | 69.6%-14.4pp |
| Annual return | 43.47% | 22.30%+21.2pp | 46.47%-3.0pp | 31.71%+11.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,414 | $3,282-56.9% | $4,370-67.7% | $3,740-62.2% |
| Admin fee / account holder | $143 | $4,400-96.7% | $5,945-97.6% | $5,306-97.3% |