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 | $29,860 | $209,411-85.7% | $178,490-83.3% | $158,922-81.2% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 27.13% | 188.75%-161.6pp | 151.07%-123.9pp | 302.83%-275.7pp |
| Employer contribution / active EE | $1,128 | $5,706-80.2% | $5,011-77.5% | $4,761-76.3% |
| Participant deferral / active EE | $4,292 | $5,954-27.9% | $5,202-17.5% | $5,982-28.2% |
| Admin fee / account holder | $209 | $17,074-98.8% | $13,984-98.5% | $11,246-98.1% |