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 | $7,179 | $181,894-96.1% | $156,549-95.4% | $273,961-97.4% |
| Participation rate | 57.1% | 88.4%-31.2pp | 84.0%-26.9pp | 83.0%-25.9pp |
| Annual return | 18.69% | 30.74%-12.1pp | 32.23%-13.5pp | 41.45%-22.8pp |
| Employer contribution / active EE | $783 | $6,248-87.5% | $5,501-85.8% | $4,869-83.9% |
| Participant deferral / active EE | $2,288 | $5,550-58.8% | $4,871-53.0% | $5,287-56.7% |
| Admin fee / account holder | $56 | $15,559-99.6% | $13,027-99.6% | $10,132-99.5% |