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 | $8,422 | $53,127-84.1% | $86,590-90.3% | $70,131-88.0% |
| Participation rate | 38.2% | 65.3%-27.1pp | 73.5%-35.3pp | 69.5%-31.3pp |
| Annual return | 26.15% | 27.66%-1.5pp | 964.84%-938.7pp | 73.14%-47.0pp |
| Employer contribution / active EE | $115 | $2,068-94.4% | $2,839-96.0% | $2,342-95.1% |
| Participant deferral / active EE | $1,425 | $2,696-47.1% | $3,609-60.5% | $3,332-57.2% |
| Admin fee / account holder | $19 | $3,585-99.5% | $4,906-99.6% | $4,645-99.6% |