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 | $15,014 | $63,764-76.5% | $81,930-81.7% | $79,858-81.2% |
| Participation rate | 41.2% | 67.5%-26.3pp | 72.0%-30.8pp | 69.6%-28.5pp |
| Annual return | 11.31% | 22.66%-11.3pp | 29.49%-18.2pp | 31.71%-20.4pp |
| Employer contribution / active EE | $249 | $1,795-86.1% | $4,310-94.2% | $2,471-89.9% |
| Participant deferral / active EE | $1,008 | $2,780-63.8% | $7,107-85.8% | $3,740-73.1% |
| Admin fee / account holder | $193 | $4,426-95.6% | $5,158-96.3% | $5,306-96.4% |