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 | $16,653 | $132,239-87.4% | $105,722-84.2% | $273,961-93.9% |
| Participation rate | 60.0% | 83.2%-23.2pp | 78.9%-18.9pp | 83.0%-23.0pp |
| Annual return | 0.00% | 10.07%-10.1pp | 12.25%-12.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $408 | $4,867-91.6% | $4,079-90.0% | $4,869-91.6% |
| Participant deferral / active EE | $9,630 | $6,233+54.5% | $5,326+80.8% | $5,287+82.1% |
| Admin fee / account holder | $17 | $12,032-99.9% | $8,308-99.8% | $10,132-99.8% |