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 | $6,553 | $64,348-89.8% | $90,160-92.7% | $70,131-90.7% |
| Participation rate | 63.2% | 70.4%-7.3pp | 76.9%-13.7pp | 69.5%-6.4pp |
| Annual return | 20.34% | 28.13%-7.8pp | 34.88%-14.5pp | 73.14%-52.8pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,139 | $4,389-51.3% | $5,288-59.5% | $3,332-35.8% |
| Admin fee / account holder | $103 | $3,944-97.4% | $5,943-98.3% | $4,645-97.8% |