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 | $10,633 | $99,341-89.3% | $84,750-87.5% | $273,961-96.1% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 4.36% | 22.93%-18.6pp | 22.78%-18.4pp | 41.45%-37.1pp |
| Employer contribution / active EE | $174 | $4,214-95.9% | $3,574-95.1% | $4,869-96.4% |
| Participant deferral / active EE | $1,608 | $4,269-62.3% | $3,712-56.7% | $5,287-69.6% |
| Admin fee / account holder | $8 | $6,644-99.9% | $5,332-99.8% | $10,132-99.9% |