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 | $10,885 | $48,076-77.4% | $78,689-86.2% | $62,891-82.7% |
| Participation rate | 21.7% | 65.2%-43.5pp | 73.6%-51.8pp | 69.3%-47.6pp |
| Annual return | 13.22% | 31.35%-18.1pp | 62.18%-49.0pp | 20.14%-6.9pp |
| Employer contribution / active EE | $98 | $2,015-95.1% | $2,851-96.6% | $2,281-95.7% |
| Participant deferral / active EE | $777 | $2,588-70.0% | $3,517-77.9% | $3,203-75.7% |
| Admin fee / account holder | $140 | $3,207-95.6% | $4,510-96.9% | $4,296-96.7% |