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 | $3,964 | $215,361-98.2% | $171,082-97.7% | $273,961-98.6% |
| Participation rate | 62.5% | 82.0%-19.5pp | 76.7%-14.2pp | 83.0%-20.5pp |
| Annual return | 18.06% | 25.14%-7.1pp | 32.56%-14.5pp | 41.45%-23.4pp |
| Employer contribution / active EE | -$4 | $4,967-100.1% | $4,002-100.1% | $4,869-100.1% |
| Participant deferral / active EE | $1,875 | $5,543-66.2% | $4,797-60.9% | $5,287-64.5% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |