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 | $17,628 | $83,477-78.9% | $125,175-85.9% | $72,985-75.8% |
| Participation rate | 31.1% | 73.3%-42.2pp | 79.8%-48.7pp | 69.5%-38.4pp |
| Annual return | 27.17% | 25.78%+1.4pp | 43.79%-16.6pp | 81.00%-53.8pp |
| Employer contribution / active EE | $175 | $2,345-92.5% | $3,865-95.5% | $2,440-92.8% |
| Participant deferral / active EE | $2,200 | $3,585-38.6% | $4,937-55.4% | $3,607-39.0% |
| Admin fee / account holder | $186 | $5,517-96.6% | $9,702-98.1% | $5,124-96.4% |