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 | $31,165 | $181,894-82.9% | $156,549-80.1% | $273,961-88.6% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 3.13% | 30.74%-27.6pp | 32.23%-29.1pp | 41.45%-38.3pp |
| Employer contribution / active EE | $776 | $6,248-87.6% | $5,501-85.9% | $4,869-84.1% |
| Participant deferral / active EE | $3,920 | $5,550-29.4% | $4,871-19.5% | $5,287-25.9% |
| Admin fee / account holder | $24 | $15,559-99.8% | $13,027-99.8% | $10,132-99.8% |