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 | $8,321 | $60,124-86.2% | $90,404-90.8% | $79,858-89.6% |
| Participation rate | 68.0% | 65.0%+3.0pp | 72.7%-4.7pp | 69.6%-1.6pp |
| Annual return | 14.64% | 71.94%-57.3pp | 1293.02%-1278.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $95 | $2,068-95.4% | $3,262-97.1% | $2,471-96.1% |
| Participant deferral / active EE | $1,694 | $2,938-42.4% | $3,963-57.3% | $3,740-54.7% |
| Admin fee / account holder | $161 | $3,976-96.0% | $5,611-97.1% | $5,306-97.0% |