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 | $4,224 | $99,079-95.7% | $77,999-94.6% | $273,961-98.5% |
| Participation rate | 21.7% | 78.6%-56.8pp | 75.5%-53.8pp | 83.0%-61.3pp |
| Annual return | 9.06% | 217.93%-208.9pp | 425.96%-416.9pp | 41.45%-32.4pp |
| Employer contribution / active EE | $76 | $3,308-97.7% | $2,470-96.9% | $4,869-98.4% |
| Participant deferral / active EE | $1,085 | $4,306-74.8% | $3,497-69.0% | $5,287-79.5% |
| Admin fee / account holder | $21 | $8,954-99.8% | $5,480-99.6% | $10,132-99.8% |