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 | $6,151 | $39,122-84.3% | $57,179-89.2% | $62,891-90.2% |
| Participation rate | 35.3% | 70.5%-35.2pp | 75.3%-40.0pp | 69.3%-34.0pp |
| Annual return | 2.34% | 9.23%-6.9pp | 14.59%-12.2pp | 20.14%-17.8pp |
| Employer contribution / active EE | $259 | $1,874-86.2% | $2,682-90.3% | $2,281-88.6% |
| Participant deferral / active EE | $800 | $2,374-66.3% | $3,096-74.1% | $3,203-75.0% |
| Admin fee / account holder | $19 | $2,592-99.3% | $3,139-99.4% | $4,296-99.6% |