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 | $14,554 | $103,376-85.9% | $87,100-83.3% | $152,861-90.5% |
| Participation rate | 41.2% | 79.3%-38.2pp | 76.9%-35.7pp | 82.4%-41.3pp |
| Annual return | 28.11% | 28.10%0pp | 28.19%-0.1pp | 345.32%-317.2pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,797 | $4,778-20.5% | $4,049-6.2% | $5,850-35.1% |
| Admin fee / account holder | $143 | $12,205-98.8% | $7,497-98.1% | $11,596-98.8% |