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 | $24,692 | $153,772-83.9% | $133,980-81.6% | $273,961-91.0% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 3.52% | 36.51%-33.0pp | 29.30%-25.8pp | 41.45%-37.9pp |
| Employer contribution / active EE | $942 | $6,029-84.4% | $5,211-81.9% | $4,869-80.6% |
| Participant deferral / active EE | $2,724 | $6,958-60.9% | $6,282-56.6% | $5,287-48.5% |
| Admin fee / account holder | $10 | $11,765-99.9% | $9,324-99.9% | $10,132-99.9% |