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 | $17,455 | $76,552-77.2% | $123,892-85.9% | $62,891-72.2% |
| Participation rate | 42.0% | 73.0%-31.0pp | 81.4%-39.4pp | 69.3%-27.3pp |
| Annual return | 11.02% | 18.68%-7.7pp | 47.52%-36.5pp | 20.14%-9.1pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,566 | $4,840-26.3% | $5,984-40.4% | $3,203+11.3% |
| Admin fee / account holder | $76 | $4,826-98.4% | $8,357-99.1% | $4,296-98.2% |