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 | $6,670 | $135,952-95.1% | $123,892-94.6% | $273,961-97.6% |
| Participation rate | 54.2% | 84.1%-29.9pp | 81.4%-27.2pp | 83.0%-28.8pp |
| Annual return | 11.73% | 56.63%-44.9pp | 47.52%-35.8pp | 41.45%-29.7pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,724 | $6,343-41.3% | $5,984-37.8% | $5,287-29.6% |
| Admin fee / account holder | $44 | $9,817-99.6% | $8,357-99.5% | $10,132-99.6% |