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 | $14,802 | $215,361-93.1% | $171,082-91.3% | $273,961-94.6% |
| Participation rate | 46.2% | 82.0%-35.9pp | 76.7%-30.5pp | 83.0%-36.9pp |
| Annual return | 23.29% | 25.14%-1.9pp | 32.56%-9.3pp | 41.45%-18.2pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,222 | $5,543-41.9% | $4,797-32.8% | $5,287-39.1% |
| Admin fee / account holder | $110 | $10,846-99.0% | $8,520-98.7% | $10,132-98.9% |