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 8-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 | $4,504 | $65,365-93.1% | $92,893-95.2% | $72,985-93.8% |
| Participation rate | 62.7% | 68.3%-5.6pp | 76.0%-13.3pp | 69.5%-6.8pp |
| Annual return | 31.41% | 42.10%-10.7pp | 109.41%-78.0pp | 81.00%-49.6pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,910 | $3,128-39.0% | $4,236-54.9% | $3,607-47.1% |
| Admin fee / account holder | $116 | $4,251-97.3% | $5,794-98.0% | $5,124-97.7% |