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 8-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 | $24,475 | $78,705-68.9% | $117,854-79.2% | $70,131-65.1% |
| Participation rate | 67.2% | 73.2%-6.0pp | 79.7%-12.5pp | 69.5%-2.4pp |
| Annual return | 20.58% | 23.30%-2.7pp | 335.08%-314.5pp | 73.14%-52.6pp |
| Employer contribution / active EE | $300 | $2,223-86.5% | $3,786-92.1% | $2,342-87.2% |
| Participant deferral / active EE | $1,569 | $3,297-52.4% | $4,482-65.0% | $3,332-52.9% |
| Admin fee / account holder | $140 | $5,065-97.2% | $8,020-98.3% | $4,645-97.0% |