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 9-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 | $36,427 | $138,347-73.7% | $184,203-80.2% | $80,856-54.9% |
| Participation rate | 53.6% | 83.9%-30.3pp | 86.8%-33.2pp | 67.6%-14.1pp |
| Annual return | 13.09% | 20.02%-6.9pp | 28.81%-15.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,534 | $7,071-35.9% | $9,131-50.3% | $4,296+5.5% |
| Admin fee / account holder | $256 | $10,483-97.6% | $13,901-98.2% | $6,918-96.3% |