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 | $10,517 | $106,890-90.2% | $84,015-87.5% | $152,861-93.1% |
| Participation rate | 65.0% | 75.2%-10.2pp | 69.0%-4.0pp | 82.4%-17.4pp |
| Annual return | 18.85% | 104.99%-86.1pp | 71.31%-52.5pp | 345.32%-326.5pp |
| Employer contribution / active EE | $153 | $2,734-94.4% | $1,983-92.3% | $4,762-96.8% |
| Participant deferral / active EE | $0 | $4,011-100.0% | $3,239-100.0% | $5,850-100.0% |
| Admin fee / account holder | $109 | $8,285-98.7% | $6,101-98.2% | $11,596-99.1% |