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 4-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 | $9,440 | $63,764-85.2% | $81,930-88.5% | $79,858-88.2% |
| Participation rate | 20.9% | 67.5%-46.6pp | 72.0%-51.1pp | 69.6%-48.7pp |
| Annual return | 20.87% | 22.66%-1.8pp | 29.49%-8.6pp | 31.71%-10.8pp |
| Employer contribution / active EE | $228 | $1,795-87.3% | $4,310-94.7% | $2,471-90.8% |
| Participant deferral / active EE | $1,269 | $2,780-54.4% | $7,107-82.1% | $3,740-66.1% |
| Admin fee / account holder | $299 | $4,426-93.2% | $5,158-94.2% | $5,306-94.4% |