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 | $1,638 | $48,076-96.6% | $78,689-97.9% | $62,891-97.4% |
| Participation rate | 63.3% | 65.2%-1.9pp | 73.6%-10.2pp | 69.3%-6.0pp |
| Annual return | 11.94% | 31.35%-19.4pp | 62.18%-50.2pp | 20.14%-8.2pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $860 | $2,588-66.8% | $3,517-75.5% | $3,203-73.1% |
| Admin fee / account holder | $23 | $3,207-99.3% | $4,510-99.5% | $4,296-99.5% |