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 5-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.
Participant 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 | $12,012 | $93,571-87.2% | $135,903-91.2% | $75,163-84.0% |
| Participation rate | 62.2% | 75.2%-13.0pp | 81.9%-19.7pp | 67.2%-5.0pp |
| Annual return | 27.28% | 30.90%-3.6pp | 68.23%-41.0pp | 160.62%-133.3pp |
| Employer contribution / active EE | $839 | $3,537-76.3% | $4,856-82.7% | $2,670-68.6% |
| Participant deferral / active EE | $2,398 | $6,404-62.6% | $7,758-69.1% | $4,125-41.9% |
| Admin fee / account holder | $87 | $6,975-98.8% | $10,762-99.2% | $5,651-98.5% |