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 9-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 | $21,506 | $78,422-72.6% | $95,952-77.6% | $79,858-73.1% |
| Participation rate | 38.6% | 73.5%-34.8pp | 77.1%-38.4pp | 69.6%-31.0pp |
| Annual return | 17.74% | 19.37%-1.6pp | 91.61%-73.9pp | 31.71%-14.0pp |
| Employer contribution / active EE | $230 | $1,945-88.2% | $2,541-91.0% | $2,471-90.7% |
| Participant deferral / active EE | $1,711 | $3,440-50.3% | $4,167-59.0% | $3,740-54.3% |
| Admin fee / account holder | $139 | $5,622-97.5% | $6,795-98.0% | $5,306-97.4% |