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 | $4,923 | $45,035-89.1% | $62,995-92.2% | $70,131-93.0% |
| Participation rate | 68.8% | 69.5%-0.8pp | 74.8%-6.1pp | 69.5%-0.8pp |
| Annual return | 11.97% | 18.76%-6.8pp | 87.57%-75.6pp | 73.14%-61.2pp |
| Employer contribution / active EE | $344 | $2,051-83.2% | $2,759-87.5% | $2,342-85.3% |
| Participant deferral / active EE | $1,113 | $2,465-54.9% | $3,329-66.6% | $3,332-66.6% |
| Admin fee / account holder | $124 | $2,834-95.6% | $3,600-96.6% | $4,645-97.3% |