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 | $8,273 | $39,122-78.9% | $57,179-85.5% | $62,891-86.8% |
| Participation rate | 58.7% | 70.5%-11.8pp | 75.3%-16.6pp | 69.3%-10.6pp |
| Annual return | 6.63% | 9.23%-2.6pp | 14.59%-8.0pp | 20.14%-13.5pp |
| Employer contribution / active EE | $133 | $1,874-92.9% | $2,682-95.0% | $2,281-94.2% |
| Participant deferral / active EE | $1,347 | $2,374-43.3% | $3,096-56.5% | $3,203-58.0% |
| Admin fee / account holder | $158 | $2,592-93.9% | $3,139-95.0% | $4,296-96.3% |