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 3-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 | $1,272 | $105,630-98.8% | $87,507-98.5% | $273,961-99.5% |
| Participation rate | 63.2% | 78.2%-15.0pp | 73.8%-10.7pp | 83.0%-19.9pp |
| Annual return | 2.21% | 12.25%-10.0pp | 12.21%-10.0pp | 41.45%-39.2pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $699 | $3,601-80.6% | $3,149-77.8% | $5,287-86.8% |
| Admin fee / account holder | $98 | $4,781-98.0% | $4,221-97.7% | $10,132-99.0% |