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 | $10,913 | $99,341-89.0% | $84,750-87.1% | $273,961-96.0% |
| Participation rate | 45.5% | 80.7%-35.2pp | 76.6%-31.1pp | 83.0%-37.6pp |
| Annual return | 20.03% | 22.93%-2.9pp | 22.78%-2.8pp | 41.45%-21.4pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,583 | $4,269-39.5% | $3,712-30.4% | $5,287-51.1% |
| Admin fee / account holder | $24 | $6,644-99.6% | $5,332-99.5% | $10,132-99.8% |