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 | $12,722 | $91,190-86.0% | $178,490-92.9% | $79,858-84.1% |
| Participation rate | 37.1% | 69.2%-32.1pp | 81.9%-44.8pp | 69.6%-32.5pp |
| Annual return | 26.89% | 24.19%+2.7pp | 151.07%-124.2pp | 31.71%-4.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,294 | $3,236-29.1% | $5,202-55.9% | $3,740-38.7% |
| Admin fee / account holder | $63 | $6,751-99.1% | $13,984-99.6% | $5,306-98.8% |